M2Advisor

M2Advisor (FREE)

by M2Wealth

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What is 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.

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About M2Advisor

M2Advisor is owned by M2Wealth . Head Quartered in Hong Kong. M2Wealth was founded in the ---- M2Advisor product is 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. . Some notable features that are mentioned by M2Wealth, are Risk Management Performance Metrics Compliance Reporting Commodity Futures Client Management Bonds / Stocks Benchmarking Accounting Management . On ClickFQ, M2Advisor is rated with ClickFQ Score of 0.0 . To know more about ClickFQ Score click here . Top cometitors of M2Advisor are .