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.
Coire from Escala Partners
Employees number: 11-50 employees
Data is always accurate and we are always informed if there are any issues with interfaces to our providers. The ability to manage all of my customer data in the same place from portfolio's to CRM and compliance. Always launching great new features and not standing still providing the same product every year like others.
The system is so customisable that a lot of time is spent initially setting up the system. The application is desktop based so users need to install locally. I hear they are bringing out a web based version though!