In Wealth Management (WM) including Family Offices, U/HNWI’s, Asset Managers, IAM’s, EAM’s, Reporting System Providers etc., ‘Dirty’ Investment Data’—characterised by inconsistencies, inaccuracies, incompleteness, and errors—remains
The Evolution of Family Office Systems While embracing technology to streamline operations, approximately 72% of family offices report being underinvested in technology, according to published
This article highlights the critical importance of addressing AI hallucinations due to their significant repercussions. M2 is acutely aware of these challenges and firmly believes
In wealth management, data integrity is crucial for informed investment decisions, client interactions, and regulatory compliance. However, the industry struggles with dirty data—data that is
Bank Frick is part of the expanding list of data feeds provided by m2Wealth. Established in 1998, Bank Frick epitomises family-run, entrepreneurial, and digital banking.
Emphasizing the critical nature of accurate data. Spreadsheet errors, as highlighted in this article, pose serious risks. Standardization, better training, and a culture of critical
Accurate data is key to successful investment management. AI technology ensures precision, empowering smarter financial decisions. Alveo’s newsletter explores the idea of the ‘Data Bill of
The signing of a groundbreaking post-Brexit financial services deal between the U.K. and Switzerland! With streamlined cross-border access and regulatory alignment, it holds the potential
A well scripted article! As a long standing global financial technology company specialising in the use of AI processors delivering modern family office technologies, M2
James Pfeiffer writes an important article on the necessity of a robust data quality management framework that is a great read! At M2 we pride
Sigma Bank is part of the large list of data feeds currently available from m2Wealth. Since 1983 Sigma has been a leading company in the
