M2Advisor

M2Advisor

M2Wealth
NetX360

NetX360

Pershing
+
+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Professionals in need of a tool to conduct critical business operations and streamline the client onboarding experience

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

Free
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

M2Wealth
Founded: 2001
Hong Kong
www.m2wealth.com

Company Information

Pershing
United States
www.pershing.com/netx360/advisor-experience

Alternatives

Alternatives

Axia Suite

Axia Suite

Profile Software
WealthWorks+

WealthWorks+

WealthWorks
SIMON

SIMON

SIMON Markets
Mobius Wealth

Mobius Wealth

Profile Software

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

MoneyGuidePro
RightCapital

Integrations

MoneyGuidePro
RightCapital
Claim M2Advisor and update features and information
Claim M2Advisor and update features and information
Claim NetX360 and update features and information
Claim NetX360 and update features and information