M2Advisor
About M2Advisor
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
Most Helpful Reviews for M2Advisor
1 Review
Coire
Verified reviewer
Investment Management, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed October 2017
Personalised service with timely and accurate data
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.
CONSThe 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