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 statistics, identifying this as a core risk. Additionally, over 40% suggest they will bring in more staff, likely to compensate for these gaps.
Although family office systems have made significant strides, inadequate speed and functionality remain major concerns. Family offices are inherently complex, covering an ever-growing range of investment classes, with 30-70% engaged in direct investments, which require systems with broad, built-in flexibility.
Accurate and timely investment data is essential for critical decision-making. Furthermore, regulatory frameworks such as MiFID II demand precise reporting, or organisations risk facing heavy penalties.
M2 Wealth: A Forward Thinker
Throughout the Evolution of Family-Office Systems, m2Wealth has been a driving force, consistently pushing the boundaries of innovation. Our deep technical expertise coupled with extensive industry experience enables us to understand the unique challenges Family-Offices face. As a result, our Family-Office SaaS is specifically designed to handle the complexities of diverse investment portfolios, delivering ‘clean’, fit-for-purpose data via pretrained proven AI processes – reducing operational costs and requiring less staff.
Advanced, Scalable Solutions
m2Wealth offers a scalable, modern product set that covers one of the broadest spectrums of Family-Office (Investment Data) functionality needs. Our solutions can integrate seamlessly with existing systems, providing immediate benefits without causing major disruptions. There’s no need for a “big bang” overhaul – can easily form part of a ‘best of breed’ if required. Our successes in winning business against established providers in various markets is a testament to the reliability and superiority of our solutions.
AI-Driven Innovation/Automation
m2Wealth leads the way in utilising pretrained proven AI-driven automation
- Verified, Reconciled, and Enriched Investment Data delivered at 9 a.m. daily,
This innovation enables m2Wealth to offer the industry’s first true “Robo Back Office.” By automating time-consuming, error prone tasks, family offices can focus on strategic decision-making with the support of accurate real-time insights and predictive analytics.
Proven Track Record
With over 40 years of excellence, m2Wealth has successfully delivered software and services to some of the largest investment banks and wealth managers across the globe
By utilising pretrained proven AI processes for investment data management, m2Wealth has no known direct competitors on a global scale.
Revolutionising Family Office Management
M2 Wealth is quietly revolutionising the Family-offices and its Back-Office Operations through advanced, pretrained proven AI-driven processes. Our deep expertise, combined with a commitment to innovation, ensures that we provide reliable, efficient solutions that are tailored to the specific needs of the Family-Offices.
Discover more about our modern Family-Office solutions and see our product in action by visiting our website.
