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m2Web

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https://www.m2wealth.com/

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Solution introduction

Investor Client Portal

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

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