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
Nominee-Omnibus
Custody Off-Markets
