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Bobsguide > Companies > M2Wealth International > Products > M2Advisor

m2Wealth International

Email Contact Phone Company Visit Website

Location Head Office

Dorfstrasse 78
Meilen
CH

Telephone

+41 43 844 0700

Contact

Paul R Graham
[email protected]
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m2Advisor

m2Advisor is a high function desktop app for Advisors and their Assistants to:

• Manage the relationship with clients using new media
• Handle more clients professionally with less effort
• Provide full Portfolio Management facilities
• Produce advanced reporting including Return Performance measurement

Categories

Asset management > Wealth management

View other products from m2Wealth International

m2Data

m2Data provides a generic bridge mechanism for translating external feeds from Custodians, Banks, Market Information providers and in-house systems into a common XML message schema designed for a very wide range of investment related transactions and supporting data. eg UBS Telekurs ETrade Pershing

m2Mobile

m2Mobile provides access to M2 portfolios from mobile devices (iPhone, Android etc). This app is an important component of the collaboration tool-set that M2 provides to facilitate communications between Advisors and their Investor clients along with alert facilities for Investors ‘on-the-go’.

m2Web

m2Web is q white-labelled web-site which the Investor Client can log into at any time to access their portfolios, their statements, performance, income, watchlists and alerts, in fact nearly everything that an Advisor can already see. Links automatically to major Custodians and Back-office systems.
View all products from m2Wealth International