M2Advisor
M2Advisor is an investment management software tailored for wealth advisors. It streamlines portfolio management, offering clients online access to their investment details. Advanced AI tools enhance income tracking and capital gains reporting, while customizable tags aid in client categorization. Integrated compliance features ensure adherence to regulations, boosting operational efficiency for advisory firms.
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Top M2Advisor Features
- Online portfolio access
- AI-driven income reconciliation
- Customizable client categorization
- Advanced capital gains tracking
- Dynamic compliance workflows
- Comprehensive regulatory reporting
- Secure document storage
- Real-time risk analysis
- Multi-device portfolio access
- Customizable KYC forms
- Investor watch list creation
- Integrated client communication templates
- Automated transaction reconciliation
- User access control features
- Historical cost base onboarding
- Dynamic asset allocation monitoring
- Robust client relationship management
- API integration capabilities
- Mobile app for investors
- Advanced search functionality
