M2Advisor is a cloud-based portfolio management solution that focuses on client relationship information.
It is suitable for small to midsize banking and financial businesses.
It includes customer relationship management (CRM), investor portfolio management, return performance measurement.
M2Advisor enables financial advisors to manage all information relevant to clients and their portfolios.
It is also able to support any currency.
M2Advisor is a cloud-based portfolio management solution that focuses on client relationship information.
It is suitable for small to midsize banking and financial businesses.
It includes customer relationship management (CRM), investor portfolio management, return performance measurement.
M2Advisor enables financial advisors to manage all information relevant to clients and their portfolios.
It is also able to support any currency.
Specifications
Business Size
Startup
Deployments
Premise, Cloud
Language Support
English
Platforms
Product Details
Features
Performance Metrics
Risk Management
Accounting Management
Client Management
Benchmarking
Compliance Reporting
Bonds / Stocks
Commodity Futures
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Social Media Premium Package
Features: 30 High Quality Postings 3 Social Media Platform
Website Design Standard Package
Features: Linking 30 to 50 static pages. Call to Action feature.
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