M2Advisor

M2Advisor

M2Wealth
Auria M2Advisor

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Auria:

About

Auria is a modern wealth-management platform built for ultra-high-net-worth families, single-family offices, multi-family offices, and their advisors. It unites essential capabilities, portfolio management, performance reporting, CRM, secure document management, data aggregation, and multi-entity view, into a single, seamless interface, enabling firms to consolidate asset data from public markets, private equity, real estate, art/collectibles, loans, and liabilities, then visualise a holistic β€œfamily view” across generations and entities. The platform’s β€œWealth Blueprint” tool maps complex ownership structures, trusts, and family-owned entities; its reporting engine supports bespoke reports and a configurable client portal; and its CRM and workflow features support notes, tasks, and interactions in one system. Designed to replace spreadsheet-based and fragmented tech stacks, Auria emphasises scalability, clarity, and consolidation of data sources.
M2Advisor:

About

Smart Wealth Management technology for Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers and Investment Administrators. We process the different input formats and protocols from all of the different sources into one standardized output format. Our data formats can be β€˜reused’ to create new interfaces as required, significantly reducing the lead-time required to get new interfaces operational. A financial institution can provide secure standardized data service for their clients via m2Data with minimal daily operational impact. m2Wealth is one of the few systems providers with a fully operational EBICS capability. M2 has developed β€˜connectors’ with a range of European Custodians and Banks that have mandated EBICS as their preferred connection protocol providing daily distribution around the world. The number of Banks / Custodians mandating EBICS continues to grow and M2 is working closely with these financial institutions.
Auria:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
M2Advisor:

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Auria:

Audience

Family offices, wealth-management firms and advisors wanting a solution to manage complex assets, entities and relationships in one system
M2Advisor:

Audience

Companies and businesses seeking a wealth management solution to manage their operations and improve their processes
Auria:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
M2Advisor:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported
Auria:

API

Offers API Not Supported
M2Advisor:

API

Offers API Not Supported
Auria:

Screenshots and Videos

M2Advisor:

Screenshots and Videos

Auria:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
M2Advisor:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
Auria:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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M2Advisor:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Auria:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
M2Advisor:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Auria:

Company Information

Auria
United States
auriaplatform.com
M2Advisor:

Company Information

M2Wealth
Founded: 2001
Hong Kong
www.m2wealth.com
Auria:

Alternatives

M2Advisor:

Alternatives

Auria:
MoneyWare

MoneyWare

Miles Software (EbixCash)
M2Advisor:
Auria:
Asseta

Asseta

Asseta.ai
M2Advisor:
Assetmax

Assetmax

Fimax AMS
Auria:
M2Advisor:
Auria:
M2Advisor:
Auria:

Categories

Wealth Management Supported
M2Advisor:

Categories

Family Office Supported
Wealth Management Supported
M2Advisor:

Investment Management Features

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported
Auria:

Integrations

No info available.
M2Advisor:

Integrations

No info available.
Auria:
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M2Advisor:
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