M2Advisor
Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement
What is M2Advisor?
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.
Screenshots
Categories
Features
Benchmarking
Client Management
Investments Tracking
Performance Metrics
Portfolio Management
FAQ
The official website of M2Advisor is http://www.m2wealth.com/
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.
M2Advisor belongs to the Investment Management category.
M2Advisor offers features such as Benchmarking, Client Management, Investments Tracking, Performance Metrics, Portfolio Management.
No, M2Advisor does not offer a free trial.
Pricing
Starting at:
$28000/per year
Free Trial Available