Simplifying
Wealth Management

  • cleansed and enriched data - using applied AI
  • aggregate any data source - internal and external
  • advanced wealth applications - desktop & digital
  • IT friendly - embed via API, plug-in components or go 'Cloud'
  • automation to slash costs - robo back-office

smart Wealth Management technology

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

m2Advisor

Advisor Workstation

m2Hub

Cleansing & Enrichment Engine

m2Data

Aggregated Data Feeds

m2Platform

Wealth Management Platform

Operation Management

Single Source of Truth

Normalised single format

Investment Management

AI - robo Automation

Fast, Reliable, On Time

Service many advisors

highly scalable 24/7 API

International Feeds

Comprehensive CRM

Built-in compliance

Mobile portfolio access

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8,664,382

Public Assets

63

Stock Exchanges

1,400

mil

Prices

73

Currencies

Clients and Connections

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