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M2Advisor is a high function desktop application for Financial Advisors to manage the relationship with investor clients in a collaborative manner, handle more clients professionally with less effort through direct access to all portfolio info and history, provide full Portfolio Management facilities including corporate actions and income tracking, produce advanced reporting, generate sophisticated Return Performance measurement, facilitate regulatory compliance, and extensive CRM features.
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LICENSING & DEPLOYMENT
- Cloud Hosted
- Web-based
SUPPORT
- Phone
Knowledge Base
- Help Guides
- Video Guides
- Blogs
- Webinars
M2Advisor Pricing
Pricing Type
-
Contact Vendor
Free Version
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No
Payment Frequency
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Quote Based
M2Advisor Reviews
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