Simplifying
Wealth Management

Seamless integrated software solutions

for the wealth management industry

smart Wealth Management technology

Wealth Management Software for Private Banks, Wealth Advisors, Family Offices and Financial Asset Managers

m2Data

Aggregated Data Feeds

m2Web & Mobile

Digital Investor Portal

m2Advisor

Advisor Workstation

m2Platform

Wealth Management Platform

Operations Management

Beautiful Online Portfolio

Powerful Portfolio

Investment Management

White-Labelling

Comprehensive CRM

Service Many Advisors

Mobile Portfolio Access

Built In Compliance

Clean, Enriched Data

Fast, Reliable, On Time

International Feeds

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mil

Prices

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Currencies

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