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
Product/Service details
SOLUTION OR SERVICE TYPE