M2Advisor Software

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M2Advisor Software

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About M2Advisor

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, realize...

M2Advisor Pricing

SW PRO Licence fee; CHF 500 (per month per user) & SW LITE fee; CHF 320

Starting price: 

$28,000.00 per year

Free trial: 

Not Available

Free version: 

Not Available

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M2Advisor User Reviews

OVERALL RATING

Showing 1 review

User Profile

Coire

Verified reviewer

Company size: 11-50 employees

Industry: Investment Management

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

October 2017

Personalised service with timely and accurate data

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!

Response from M2Wealth

Thank you Coire for your feedback. We would like confirm that currently we are working on a web-based version where you can access from any device, any time, any where. M2Wealth

Replied October 2017

Showing 1 review