M2Advisor

M2Advisor

M2Wealth
eMoney

eMoney

eMoney Advisor
M2Advisor eMoney

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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 ‘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.
eMoney:

About

Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm. Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of your clients—from basic to complex. eMoney is more than just world-class financial planning software. Whether it’s helping you convert prospects into clients, collaborate on financial plans, or manage the business, the eMoney platform is built for scale. All so you can spend more time doing what you do best: helping clients plan for the future.
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
eMoney:

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:

Audience

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

Audience

Financial advisors that need a CRM solution to improve and manage all their operations
M2Advisor:

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
M2Advisor:

API

Offers API Not Supported
eMoney:

API

Offers API Not Supported
M2Advisor:

Screenshots and Videos

eMoney:

Screenshots and Videos

M2Advisor:

Pricing

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

Pricing

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

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
M2Advisor:

Training

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
M2Advisor:

Company Information

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

Company Information

eMoney Advisor
Founded: 2001
United States
www.emoneyadvisor.com
M2Advisor:

Alternatives

eMoney:

Alternatives

M2Advisor:
eMoney:
M2Advisor:
Assetmax

Assetmax

Fimax AMS
eMoney:
M2Advisor:
eMoney:
M2Advisor:
eMoney:
MoneyGuide

MoneyGuide

Envestnet
M2Advisor:

Categories

Family Office Supported
Wealth Management Supported
eMoney:

Categories

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
eMoney:

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported
M2Advisor:

Integrations

CoinTracker Not Supported
MoneyGuide Not Supported
Morningstar Advisor Workstation Not Supported
Nitrogen Not Supported
Plus & Minus Not Supported
SmartOffice Not Supported
Tres Finance Not Supported
Wealth.com Not Supported
eMoney:

Integrations

CoinTracker Supported
MoneyGuide Supported
Morningstar Advisor Workstation Supported
Nitrogen Supported
Plus & Minus Supported
SmartOffice Supported
Tres Finance Supported
Wealth.com Supported
M2Advisor:
Claim M2Advisor and update features and information
Claim M2Advisor and update features and information
eMoney:
Claim eMoney and update features and information
Claim eMoney and update features and information