M2Advisor

M2Advisor

M2Wealth
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About

FastTrackr AI is the AI transition engine for wealth management, built to move advisor books in weeks, not months. Purpose-built for advisor transitions and shaped around real operational workflows, it helps firms automate the work that slows repapering, onboarding, account transfers, documentation, CRM updates, and compliance review. It brings transition execution into a single secure workflow, helping teams reduce manual coordination, prevent NIGO issues before submission, and keep every step traceable. FastTrackr AI supports form pre-population from CRM and custodian data, custodian-specific logic, data completeness auditing, and pre-submission validation to reduce rejection delays that can add days or weeks to a transition. It is designed for wealth management operations where one advisor's move can involve hundreds of client accounts, many forms, exception handling, audit records, and supervised communications.

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 ‘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 ‘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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

RIA operations directors who need to automate advisor transitions, repapering, compliance tracking, and client account movement

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FastTrackr AI
Founded: 2025
United States
fasttrackr.ai/

Company Information

M2Wealth
Founded: 2001
Hong Kong
www.m2wealth.com

Alternatives

Alternatives

M2Advisor

M2Advisor

M2Wealth
Assetmax

Assetmax

Fimax AMS

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

No info available.

Integrations

No info available.
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