M2Advisor Review - why 5 stars?

Shlomi Lavi / updated: Jul 30, 2022

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What is M2Advisor?

M2Advisor is a wealth management software designed to maintain multiple portfolios across assets and search and categorize clients data across fields. With this software stock-pick portfolio models, businesses can generate proposals for clients. More importantly, the software allows users to build compliance for regulatory bodies and identify assets held by custodians.

It can also monitor transactions, give managers better oversight, analyze risks, and control data better. Some features of the software are; multi-field search, model strategies, customer tags, and alerts, and to-dos. M2Advisor was founded by M2Wealth International, a software company based in Hong Kong, with an employee size of about 10 persons.

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Who is it best for?

The typical customers include the following business size: Small businesses and start ups.

What is the actual cost?

The cost of license starts at $28,000 per year. ITQlick pricing score is 9.4 out of 10 (10 is most expensive). Access ITQlick pricing guide for M2Advisor. You can also find here pricing information from M2Advisor's website.

Pros

• The software data is accurate
• M2Advisor provides a unified platform to manage all customer data
• The software constantly adds more features to meets user needs
• It provides a huge search function across various data fields

Cons

• The software setup can sometimes take time
• It is not available on the web yet

How it stacks up?

Access a head to head analysis of M2Advisor vs alternative software solutions.

Frequently Asked Questions (FAQs)

Is M2Advisor right for you or your business?

M2Advisor is fit for small, medium, and large businesses. Generally, investment managers, asset managers, bankers, and stockbrokers across industries like law firms, insurance agencies, and financial institutions will find M2Advisor useful for their operations. Some of M2Advisor users are; Self Wealth, Swiss Life Asset Managers, SunGard, and Julium Bar.