M2Advisor software


1 reviews(5.0/5)
1 reviews(5.0/5)

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.

Supported Operating System(s):
Web browser (OS agnostic)

1 Reviews of M2Advisor

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  • Coire from Escala Partners

    Number of employees: 11-50 employees

    October 2017

    Personalised service with timely and accurate data

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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!

    This reviewer was invited by the software vendor to submit an honest review.
    Review Source: Capterra

    Response: M2Wealth, M2Wealth International

    October 2017

    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

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