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

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Company Information

M2Wealth
Founded: 2001
Hong Kong
www.m2wealth.com

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M2Advisor Screenshot 1
M2Advisor Screenshot 1
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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?
Q: What languages does M2Advisor support in their product?
Q: What kind of support options does M2Advisor offer?
Q: Does M2Advisor have a mobile app?
Q: What type of training does M2Advisor provide?
Q: Does M2Advisor offer a free trial?

M2Advisor Product Features

Investment Management

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