m2Wealth | Wealth management software and services

Clean Accurate Data

Investment Data Specialists

cleansed and enriched data -
aggregate any data source -
unstructured data-feeds -
IT friendly -
managed service provider data-feeds -

24/7 global service - PMS and Bank distribution

embed via API, plug-in components, AI-Agents and analytics

from PDF, csv, xls.... fast-track on-boarding using AI

100s 'authorised' Custodians/Clearers globally

using applied

individual portfolios or MDA/MPS portfolio services

Family Office - HNWI - Funds

Complex Portfolios - all Asset Classes

includes off-markets, derivatives, PE, funds, FX, bonds, crypto.....'

accurate data -
sophisticated consolidatations -
advanced Performance calculation -
any asset classes -
Strategies Models Rebalance -

as at any prior period - recreate history

cross family members, accounts, currency

reconciled to source with verified corporate actions

Backoffice Revolution

Artificial Intelligence - AI to slash costs

positions reconciliations to source -
corporation actions verification -
automated income reconcilation -
portfolio integrity -
meet operational deadlines -

accurate data daily for client-facing systems

detect and rectify capital flow and cost-base issues

manage entitlements and withheld tax

standardise treatment across custodians

we do it for you by 09:00 each morning

AI-ready Infrastructure for wealth-tech

customised integration - AI to innovate

AI-Workbench -
AI apps -> Production -
AI Agents + AI Context-layer injection -
data lakehouse -
embeddable wealth-engine (headless) -

wealth-tech SSOT objects + IBOR/ABOR core

segregated datastore, private/public access, compliant AI-ready cleansed data

tuned to wealth-tech domain to fast-track AI dev

live AI apps integrated with legacy systems using m2Pipeline workflows

build AI apps in-house private/public LLMs (your choice) full dev cycle with ETL

smart Wealth Management technology

for Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers and Investment Administrators

m2Data

Aggregated Data Feeds

Clean, Enriched Data

Fast, Reliable. On Time

International Feeds

m2Hub

Cleansing – Enrichment Engine

Single Source of Truth

Al – Robo Automation

Highly scalable 24/7 API

m2Advisor

Advisor Workstation

Aggregate Portfolios

Income & Performance

Client Web Access

m2Platform

Wealth Management Platform

Service Many Advisors

Nominee-Omnibus

Custody

Public Assets

Stock Exchanges

Prices

0 mil

Currencies

smart Wealth Management technology

m2Data

m2Hub

m2Advisor

m2Platform

Clients and Data Connections

Products

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