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M2Advisor description
M2Advisor is a financial services CRM designed for wealth advisors to manage client portfolios. It aggregates data from multiple sources, provides performance and income analysis, and offers client web access. The software aims to streamline advisor workflows and improve efficiency in managing client investments.
Who is M2Advisor best for
M2Advisor is a financial services CRM designed for wealth advisors to streamline portfolio and investment management. It aggregates data, provides performance analysis, and offers client web access. Users appreciate its comprehensive features and streamlined workflow. Best for small to mid-sized firms.
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Best fit for small to mid-sized businesses seeking portfolio management.
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Ideal for wealth advisors, banks, and family offices.
M2Advisor features
| Supported M2Advisor supports benchmarking against market indices and custom targets. |
| Supported M2Advisor supports performance tracking, including historical data, returns, and benchmarks. |
| Supported M2Advisor integrates data from various custodians and standardizes formats, enabling comprehensive analysis. |
| Supported M2Advisor supports investment portfolio management, including performance tracking, analysis, and reports. |
| Supported M2Advisor generates performance reports with returns, benchmarks, and other metrics. |
| Supported M2Advisor supports detailed analysis of holdings through its portfolio management features. |
M2Advisor alternatives
AumniBetter for venture capital and investor portfolio management. Aumni has more momentum and positive user reviews highlighting its data accuracy and automation capabilities. However, users note limitations in exit management and complex transactions. It is a popular M2Advisor competitor.Read more
Orion PlanningHas broader integrations and greater momentum. Serves as a strong Orion Planning competitor and alternative.Read more
S&P Capital IQ ProBetter for researching publicly traded companies. A strong S&P Capital IQ Pro alternative for wealth advisors managing client portfolios is M2Advisor. S&P Capital IQ Pro has broader industry applicability.Read more
NMI MRMBetter for payment processors seeking to manage merchant relationships. Caters to a different ideal customer profile.Read more
NavatarBetter for managing deal flow and suited for private equity firms, investment banks, and corporate development groups. Has more website traffic momentum but slower employee growth.Read more
Equisoft/connectHas more CRM features. Equisoft/connect is growing faster. It offers strong client management and reporting but has some interface and reliability issues. A good Equisoft/connect alternative for those needing portfolio management tools.Read more
M2Advisor FAQ
What is M2Advisor and what does M2Advisor do?
M2Advisor is a financial services CRM for wealth advisors. It helps manage client portfolios, aggregates data from multiple sources, performs investment analysis, and offers client web access. It streamlines workflows and improves efficiency in managing client investments.
How does M2Advisor integrate with other tools?
M2Advisor integrates data from various custodians, standardizing formats for comprehensive analysis. It also offers client web access, streamlining communication and portfolio transparency. More specific integrations are not publicly available.
What the main competitors of M2Advisor?
Alternatives to M2Advisor include Aumni for venture capital portfolio management, Orion Planning for financial advisors, and Navatar, a CRM for financial services. S&P Capital IQ Pro offers broad financial research, while Sourcescrub focuses on M&A and private equity research.
Is M2Advisor legit?
M2Advisor appears legitimate, offering financial CRM tools for wealth advisors. It facilitates client portfolio management, data aggregation, and performance analysis. However, user reviews and pricing details are limited. Consider exploring alternatives like Orion Planning or Aumni for similar functionalities.
How much does M2Advisor cost?
I couldn't find pricing information for M2Advisor. Contact M2Advisor directly to discuss product pricing and determine if it's worth the investment for your needs.
Is M2Advisor customer service good?
There is no customer service information available for M2Advisor.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.