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m2Advisor

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https://www.m2wealth.com/

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Solution introduction

Advisor Workstation

All the tools you need to run your advisory business

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

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