Audience
Companies and businesses seeking a wealth management solution to manage their operations and improve their processes
About M2Advisor
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.
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Pricing
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
M2Wealth
Founded: 2001
Hong Kong
www.m2wealth.com
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Product Details
Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
M2Advisor Frequently Asked Questions
Q: What kinds of users and organization types does M2Advisor work with?
M2Advisor works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does M2Advisor support in their product?
M2Advisor supports these languages: English.
Q: What kind of support options does M2Advisor offer?
M2Advisor offers support via phone support.
Q: Does M2Advisor have a mobile app?
Yes, M2Advisor has a mobile app for iPad, iPhone, and Android.
Q: What type of training does M2Advisor provide?
M2Advisor provides training in the form of documentation, live online, webinars, and in person.
Q: Does M2Advisor offer a free trial?
Yes, M2Advisor offers a free trial.
M2Advisor Product Features
Investment Management
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
Modeling & Simulation
Supported
Performance Metrics
Supported
Portfolio Management
Supported
Risk Management
Supported
Fund Management
Not Supported
Payroll & Commissions
Not Supported
