aggregate any data source -
advanced wealth applications -
IT friendly -
automation to slash costs -
sophisticated consolidatations -
advanced Performance calculation -
any asset classes -
income, CGL, tax analysis -
corporation actions verification -
automated income reconcilation -
portfolio integrity -
meet operational deadlines -
Clean – Accurate
Investment Data Specialists
- cleansed and enriched data – using applied AI
- aggregate any data source – internal and external
- advanced wealth applications – desktop and digital
- IT friendly – embed via API, plug-in components or go ‘Cloud’
- automation to slash costs – robo back-office
smart Wealth Management technology
for Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers and Investment Administrators
m2Data
Aggregated Data Feeds
Clean, Enriched Data
Fast, Reliable. On Time
International Feeds
m2Hub
Cleansing – Enrichment Engine
Single Source of Truth
Al – Robo Automation
Highly scalable 24/7 API
m2Advisor
Advisor Workstation
Aggregate Portfolios
Income & Performance
Client Web Access
m2Platform
Wealth Management Platform
Service Many Advisors
Nominee-Omnibus
Custody
Public Assets
0
Stock Exchanges
0
Prices
0
mil
Currencies
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