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