Who Uses This Software?

Small to mid to large-sized Independent Asset Management firms, Wealth Management firms, Single and multi-family Offices, Wealth Management Platform Providers, Fund Managers, Insurance firms, Law firm

Average Ratings

1 Review

  • 5 / 5

  • 4 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
  • Pricing Details
    SW PRO Licence fee; CHF 500 (per month per user) & SW LITE fee; CHF 320
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • M2Wealth
  • www.m2wealth.com
  • Founded 2001
  • Hong Kong

About 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.

M2Advisor Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

M2Advisor Reviews

Capterra loader

Personalised service with timely and accurate data

Oct 11, 2017

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not

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!

Vendor Response

by M2Wealth on 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.