m2Wealth International
HQ Address
Zug, Switzerland
Website Address
Business introduction
Smart Wealth Management Technology
For Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers and Investment Administrators
m2Wealth International was founded by a group of technologists with extensive trading, investment and settlement systems experience and with the vision and resources to create advanced new systems for the evolving 'wealth management' sector.
We are a global WealthTech company solving investment managers' daily portfolio management, financial/custodian data aggregation and reconciliation problems.
m2Wealth International Solutions
m2Advisor
Powerful portfolio Multiple custodian data aggregation Data reconciliation Proposal generation and modelling Comprehensive CRM Tag clients for marketing purposes Doc and communication repository Create reminders and to-dos Built-in compliance Customizable KYC and workflow Monitor mandates and risk Doc template generation ...
business needs
- Data Management & Analysis
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
m2Data
Data feeds from the world’s financial institutions Aggregate any data source - internal and external One standardized format for all data feeds Reliable delivery/availability by 09:00 every day Easy to implement We help by adapting the different originating formats and protocols from all the different sources into one standardized format. Quick turnaround time Our data formats can be......
business needs
view solutionm2Hub
Cleansed and enriched data - using applied AI Aggregate any data source - internal and external Advanced wealth applications - desktop & digital IT friendly - embed via API, plug-in components or go 'Cloud' Automation to slash costs - robo back-office Incremental revolution Incrementally deploy key business objects into a trusted SSOT as a new agile data architecture overlaying and supporting existing IT......
business needs
view solutionm2Mobile
Easy setup Anyone provided with m2Web access by their advisor will get access to m2Mobile, and it comes at no extra cost. Instant communication Investors can create their own watch list on m2Web to keep track of stocks they are interested in. Immediate portfolio access m2Mobile provides access to m2 portfolios from mobile devices. The......
business needs
view solutionm2Platform
High performance wrap solutions Wholesale administration for independent asset managers Internal aggregation and risk management integration AI-friendly SSOT data-sets for data analytics Operations management Streamline payment processing Client on-boarding workflow Custom interfaces for your bank Investment management Omnibus account reconciliation Term deposit management Maintain a balanced portfolio Administration functions Platform administration function Track and control cash In transit Custody for off-market assets ...
business needs
view solutionm2Web
Online portfolio services Advisor centric service Self-service reports Modern and clean design Control and customisation White labelling and integration Allocate and suspend access Third-party integration capacity Mobile portfolio access Portfolio access on-the-go Real-time feedback Android and iOS compatible ...
