M2Advisor Software


 

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.

 

M2Advisor - Overview
 
  • M2Advisor - Overview
    Overview
  • M2Advisor - Holdings
    Holdings
  • M2Advisor - Compliance
    Compliance
  • M2Advisor - Proposals
    Proposals
  • M2Advisor - Performance
    Performance
  • M2Advisor - Client screen
    Client screen
Supported Operating System(s):
Web browser (OS agnostic)

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Coire from Escala Partners
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Personalised service with timely and accurate data

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

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.

Cons

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!

Source: Capterra