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What is M2Advisor?

Cutting-edge Wealth Management solutions are accessible to a variety of financial entities including Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers, and Investment Administrators. We take diverse input formats and protocols from various sources and convert them into a cohesive, standardized output format. This unified method enables our data formats to be 'reused' for developing new interfaces as necessary, significantly reducing the time needed to introduce new features. Through m2Data, financial institutions can provide their clients with a secure and standardized data service while minimizing disruption to daily operations. Additionally, m2Wealth is distinguished as one of the select providers that offer comprehensive EBICS capabilities. M2 has built 'connectors' with numerous European Banks and Custodians that have adopted EBICS as their primary connection protocol, facilitating global daily distribution. As more Banks and Custodians choose EBICS, M2 is proactively working alongside these institutions to further improve their offerings. By enhancing data management processes and strengthening connections, M2 equips financial organizations to thrive in a dynamic marketplace. This strategic approach not only boosts operational efficiency but also positions these institutions to swiftly adapt to changing client demands and industry trends.

What is Farther?

Run your business in alignment with your vision, and allow us to help you expand your well-established advisory practice without viewing you solely as a salesperson. We provide all the essential resources for your success while enabling you to take charge of your operations. Our cutting-edge platform takes care of the mundane tasks, allowing you to focus on advising clients on wealth-building strategies. You will be able to dedicate more time to shaping futures and less to managing paperwork, as we alleviate administrative pressures for you and your clients alike. Our intuitive dashboard boosts your visibility and control over daily operations, complemented by a comprehensive account aggregation feature. You will benefit from tailored coaching sessions and an exclusive practice management training program focused on client acquisition and business expansion. With a dedicated webpage, a flexible marketing budget each month, and top-notch digital prospecting tools, we provide everything you need for your journey to success. Furthermore, our centralized marketing team and advanced technological platform are strategically designed to elevate your prospecting capabilities and enhance client experiences, ensuring you receive all the support necessary for your business to flourish. As you work with us, your potential for growth will expand, allowing you to reach new heights in your practice.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

M2Wealth

Date Founded

2001

Company Location

Hong Kong

Company Website

www.m2wealth.com

Company Facts

Organization Name

Farther

Company Location

United States

Company Website

www.farther.com/for-advisors

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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