M2Advisor 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

M2Advisor

5.0

(1)

Pricing

Starting at $28,000.00 per year

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, 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 Screenshots

M2Advisor Pricing and Plans

Starting price: $28,000.00 per year

Free Trial

Free Version

Basic

$28,000.00

per year

No plan information available

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M2Advisor Features

Features of M2Advisor
Accounting
Benchmarking
Bonds/Stocks
Client Management
Commodity Futures
Compliance Tracking
Fee Management
Investments Tracking
Order Management
Performance Metrics
Portfolio Management
Risk Management

M2Advisor User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

Have you used M2Advisor and would like to share your experience with others?

Coire J.

Verified reviewer

Investment Management

11-50 employees

Used daily for more than 2 years

Review source

Reviewed October 2017

Personalised service with timely and accurate data

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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!

Vendor Response

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

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