--- title: "M2Advisor Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about M2Advisor Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/153395/M2Advisor/" page_type: "product" language: "en" --- # M2Advisor Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) M2Advisor ## 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. ## What is M2Advisor used for? [Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $28000 Per Year Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for M2Advisor?[Manage this product listing](https://www.g2.com/products/m2advisor/claim_requests/new?auto=true) ## M2Advisor Overview Updated August 2026 AI summary M2Advisor provides businesses of all sizes with tools for managing investments and client relationships, covering core needs such as portfolio management, risk assessment, compliance tracking, and performance measurement. With additional features for accounting, commodity futures, and fee and order management, it supports investment management workflows on cloud and desktop platforms as well as mobile devices. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### M2Advisor 5.0 (1) VS. [### Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting Price $28000 Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (1) Ease Of Use 3.6 (278) Value For Money 5.0 (1) Value For Money 3.8 (266) Customer Service 5.0 (1) Customer Service 4.1 (273) ## M2Advisor alternatives [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.6 (38)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Direct Advisory Suite](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [4.2 (22)](https://www.capterra.com/p/276296/Direct-Advisory-Suite/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 77% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) Highest Rated [Avestor](https://www.capterra.com/p/10024787/Avestor/) [5.0 (9)](https://www.capterra.com/p/10024787/Avestor/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10024787/Avestor/) ## FAQs about M2Advisor Overview ### What company size and specific industries is M2Advisor built for? M2Advisor is designed for small to mid-sized and large firms in independent asset management, wealth management, single- and multi-family offices, wealth management platform providers, fund management, insurance, and law. It is intended for organizations that need support in these financial and professional services sectors. Features and Usability ### What are the key features of M2Advisor? M2Advisor offers CRM and portfolio management as core features, plus client management and investments tracking for account oversight. It also includes accounting, fee management, compliance tracking, performance metrics, benchmarking, and risk management, along with support for bonds and stocks and commodity futures. Getting Started and Support ### What training and onboarding options does M2Advisor offer? M2Advisor provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports face-to-face instruction, live online sessions allow guided remote setup, webinars cover scheduled topic-based learning, and documentation offers written reference material for self-paced review. ## Features AI summary Based on 877 Investment Management reviews Capterra data shows that buyers of investment management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) M2Advisor supports **Performance Metrics** and **Investments Tracking**, giving teams a way to monitor portfolio results and keep close watch over asset activity. However, it does not include **Reporting/Analytics**. Instead, it offers other important capabilities that reviewers also value, including **Portfolio Management** (**40%**) and **Benchmarking** (**38%**), helping businesses organize holdings, compare results against targets, and make more informed investment decisions. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Benchmarking Compare key metrics for the business against prominent players in the industry Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Client Management Manage contact details and communication with clients Commodity Futures Track and trade contracts to transact in tangible goods at a certain price in the future Compliance Tracking Track and report regulatory data to either internal management or external stakeholders M2Advisor 12 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Benchmarking: Compare key metrics for the business against prominent players in the industry - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Client Management: Manage contact details and communication with clients - Commodity Futures: Track and trade contracts to transact in tangible goods at a certain price in the future - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Fee Management: Track collected or paid charges for services performed or access granted - Investments Tracking: Monitor capital allocation and asset prices over time - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties --- Features 4.0 (1) 4.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Basic $28,000 Per Year Value for money 5.0 (1) 5.0 Based on 1 reviews ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Coire J. Chief Technology Officer Investment Management ### "Personalised service with timely and accurate data" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 11, 2017 Pros Data is always accurate and we are always informed if there are any issues with interfaces to our providers. The ability to manage all of my customer data in the same place from portfolio's to CRM and compliance. Always launching great new features and not standing still providing the same product every year like others. Cons The system is so customisable that a lot of time is spent initially setting up the system. The application is desktop based so users need to install locally. I hear they are bringing out a web based version though! Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor October 12, 2017 Thank you Coire for your feedback. We would like confirm that currently we are working on a web-based version where you can access from any device, any time, any where. M2Wealth ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.