m2Hub
Single Source of Truth
- cleansed and enriched data – using applied AI
- aggregate any data source – internal and external
- advanced wealth applications – desktop and digital
- IT friendly – embed via API, plug-in components or go ‘Cloud’
- automation to slash costs – robo back-office
Easy to Implement
We process the different input formats and protocols from all of the different sources into one standardised output format.
Quick Turnaround Time
Our data formats can be ‘reused’ to create new interfaces as required, significantly reducing the lead-time required to get new interfaces operational.
API Provider
A financial institution can provide a secure standardised data service for their clients via m2Data with minimal daily operational impact.
Robo back-office using AI
automate and replace back-office manual interventions using multi-tier cascades of pattern recognition
reconciliations to source
- reconciles m2Hub positions to master position
- generates balancing transactions
- manages intra-day drip-feed transactions
dividend and interest reconciliation
- detects all likely Income transactions
- locates appropriate Asset Event entitlement
- validates receipted amount against entitlement
- adjusts for withholding tax and enriches narration
portfolio integrity - performance sanitation
- detects missing or unlikely stock transaction costs
- locates and flags offsetting transactions (reversals etc.)
- determines contributions / withdraws vs internal transfers
- detects situations and conditions for followup queues
verifications - Corporate Actions
- detects all likely Corporate Action related transactions
- validates and links all Corporate Actions to Asset Events
- formats valid transactions from balance transactions
- stitches related Corporate Action transactions together
transaction enrichment
- converts transaction types using rules
- enriches transactions with additional asset information
- maintains a full audit of all changes to link back to the original
narration cleansing
- replaces meaningless narrations with user-friendly text
- suppresses or replaces inappropriate narrations
- provides language dependent replacements
API Applications Program Interface
expose the single-source-of-truth objects to Enterprise and Fintech systems
secure authorised, scalable, reliable and fast real-time access
accurate reconciled, meaningful and consistent data
agile reactivity to new business initiatives
core business objects - Wealth Management
ultimate source-of-truth points for the enterprise
