M2Advisor is a cloud-based portfolio management solution that focuses on client relationship information. It is suitable for small to midsize banking and financial businesses. Key features include customer relationship management (CRM), investor portfolio management, return performance measurement
M2Advisor enables financial advisors to manage all information relevant to clients and their portfolios. The solution can manage assets or liabilities of any type including all types of securities, unlisted assets, property and personal assets such as collectables. It is also able to support any currency.
M2Advisor offers advanced reporting with flexible preferences for clients and white-label options. The solution can run reports such as performance returns, realized and unrealized profit and loss and foreign exchange gains and losses. It can also track metrics such as corporate actions and income and facilitate regulatory compliance.