Seamless integrated software solutions

Wealth Management Software for Private Banks, Wealth Advisors, Family Offices and Financial Asset Managers.

m2Data

Aggregated Data Feeds

Clean, Enriched Data
Fast, Reliable. On Time
International Feeds
m2Hub

Cleansing and Enrichment Engine

Single Source of Truth
Al – Robo Automation
Highly scalable 24/7 API
m2Advisor

Advisor Workstation

Comprehensive CRM
Built-in Compliance
Mobile portfolio access
m2Platform

Wealth Management Platform

Service Many Advisors
Operations Management
Investment Management