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
