M2Advisor

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Overview


M2Advisor is a high function desktop application for Financial Advisors to manage the relationship with investor clients in a collaborative manner, handle more clients professionally with less effort through direct access to all portfolio info and history, provide full Portfolio Management facilities including corporate actions and income tracking, produce advanced reporting, generate sophisticated Return Performance measurement, facilitate regulatory compliance, and extensive CRM features.

Key Features


oPortfolios

oCRM

oCompliance

oPerformance

oReconciliation

oData enrichment

oMulti-custodian

oReporting

oFile Vault

oMobile app. for clients

oWeb-access forclients

oModelling

oRe-balancing

oMandates

oFees

oPre-trade checks

oIncome

oFractional Ownership

Media

Brochures