Advisor Workstation

all the tools you need to run your advisory business

m2Web and m2Mobile

Investor Client Portal

online portfolio access for your Investor clients

Powerful Portfolio

Multiple custodian data aggregation

Data reconciliation

Proposal generation & Modelling

Comprehensive CRM

Tag clients for marketing purposes

Document and email Repository

Create reminders and To-Dos

Built-In Compliance

Customizable KYC and Workflow

Monitor mandates and Risk

Document template generation

Portfolio Advisor Desktop

Manage your clients portfolio with ease

Portfolio Features

CRM Features

A powerful Client Relationship Management system designed for the wealth advisor

Multi Field Search

Our powerful search function can search multiple account IDs, tags, assets and other client detail fields.

Alerts and To Dos

Assign to-dos for a client with notifications that can remind you when a task is due

Custom Tags

Customisable tags allow you to categorise your clients for marketing purposes. Create output lists to tools such as Mailchimp.

Document Repository

Save clients, assets and firm-wide documents securely on our system.

Contact Events Log

Emails, phone and other client details can be stored on the system for future reference.

Multi Contacts

Portfolio can have contact details for multiple contacts such as an accountant or spouse.

Compliance Features
We help you stay compliant with AMLA, Swiss Code of Conduct, MiFID 1, MiFID 2, FIDLEG (FinSA),
FINIG (FinIA) and Australia ASIC's AFSL obligations.

Post Trade Checks

Automate post-trade compliance checks against regulatory restrictions and pre-agreed mandates.

Record Keeping

Maintain mandatory record keeping such as I.D’s and domicile proof-sets securely.

Internal Control

Achieve operational efficiency. Comply with regulations, laws and policies with ease.

Mandates and Risk

Analyse risk in real-time through the monitoring of rules established by workflows and mandates. E.g. Asset Allocation Mandates..

Client On-Boarding

Streamline client applications and data collection with alerts when tasks are
due and audit logs for control purposes.

Compliance Reporting

We provide a range of extract reporting capabilities for all compliance managers monitor portfolio activity and provide support documentation to regulators.

Customisable KYC

Easily customise your 'Know Your Client' forms to suit your business.

Workflow Checklist

Dynamic Workflows help ensure that all compliance tasks are completed.

Audit Log

Users compliance activity is logged to give
 managers better oversight and track relevant access to the system

Granular User Privileges

User privileges can be set up to better control compliance data integrity.

Easy to Use Templates

Email & Word Document templates for SOA, new client emails etc.

Value for Money

It all comes with m2Advisor. No need to purchase an additional system.


Investor Client Portal

Control and Customisation

White Labelling & Integration

Allocate and Suspend Access

Third Party Integration Capacity


Online Portfolio Services

Advisor Centric Service

Self-Service Reports

Modern and Clean Design

Mobile Portfolio Access

Portfolio access On-the-Go

Real-time Feedback

Android and iOS Compatible

Customisable online portfolio services

Advisor Centric Service

Facilitate a collaborative relationship between Advisor and Investor by providing portfolio access to keep them informed at all times.

White Labelling & Integration

m2Web can be integrated into your firms website. The look and feel of the site can
also be customised using the firm's corporate colours and logos.

Access, Anytime, Anywhere

Clients can get online access to all their portfolio information anytime from any location, the information is up-to-date and fully valued with the latest market pricing.

Watch List

Investors can create their own watch list
on m2Web to keep track of stocks they are interested in.

Self Service Reports

Clients can freely print portfolio reports
for themselves or their accountants
without needing advisor intervention.

Modern and Clean Design

m2Web is designed to be dynamic and current. Investors can see an overview
of their portfolio and then easily drill down
into the details.

A beautiful online portfolio for your client






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Advisor control and customisation

Comprehensive Integration

Available on a project basis, deep
integration of m2Web services into in-house IT developments using APIs allows
the embedding of m2Web into sophisticated client services unique to that firm.

Advisor Access Control

Investor client access is controlled by their Advisor who allocates the Login details and can reset lost passwords or suspend access as appropriate.

Other Integration Features

Advisory firms can deploy m2Web into their websites and internal systems with
built-in features such as display of Twitter feeds & single-sign on options.


Investor Client Mobile

Easy Setup
Anyone provided with m2Web access by their
Advisor will get access to m2Mobile, and it comes at
no extra cost.

Instant Communication

Investors can create their own watch list on m2Web to keep track of stocks they are interested in.

Immediate Portfolio Access
m2Mobile provides access to m2 portfolios from mobile devices. The app is available on both Android and iOS

Contact us for a Demo

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