m2Wealth | Wealth management software and services

Clean Accurate Data

Investment Data Specialists

cleansed and enriched data -
aggregate any data source -
advanced wealth applications -
IT friendly -
automation to slash costs -

back-office

robo

embed via API, plug-in components and go 'Cloud'

digital and desktop (turn-key)

100+ 'authorised' Custodians/Clearers globally

using applied

AI

in-depth transaction detail allows complex analytical reporting

Family Office - HNWI

Complex Portfolios - all Asset Classes

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

accurate data -
sophisticated consolidatations -
advanced Performance calculation -
any asset classes -
income, CGL, tax analysis -

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 reatment across custodians

we do it for you by 09:00 each morning

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

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Stock Exchanges

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Prices

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Currencies

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Clients and Data Connections