search Where Thought Leaders go for Growth
M2Advisor : Comprehensive Financial Advisory Platform

M2Advisor : Comprehensive Financial Advisory Platform

M2Advisor : Comprehensive Financial Advisory Platform

star star star star star-half-outlined
4.7
Based on 5 reviews
info-circle-outline
Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.

Are you the publisher of this software? Claim this page

M2Advisor: in summary

M2Advisor is a powerful financial advisory tool designed for wealth managers and financial advisors. With its personalised client insights, robust portfolio management, and seamless integration capabilities, M2Advisor is tailored to enhance financial decision-making processes, setting it apart from other software solutions.

What are the main features of M2Advisor?

Personalised Client Insights

M2Advisor delivers customised insights to empower advisors with actionable intelligence. This feature helps in understanding client needs more comprehensively, fostering better engagement.

  • Automated client data analysis
  • Behavioural forecasting algorithms
  • Customisable report generation

Robust Portfolio Management

Designed to optimise investment portfolios, M2Advisor’s portfolio management tools allow for precision and flexibility in handling diverse client needs.

  • Comprehensive asset allocation strategies
  • Real-time performance tracking
  • Flexible rebalancing options

Seamless Integration Capabilities

M2Advisor ensures a smooth workflow by integrating effortlessly with other financial tools and systems, making data management more efficient and unified.

  • API access for custom integrations
  • Compatible with multiple financial platforms
  • Easy data import/export functions
M2Advisor - M2Advisor-screenshot-0 M2Advisor - M2Advisor-screenshot-0
M2Advisor - M2Advisor-screenshot-1 M2Advisor - M2Advisor-screenshot-1
M2Advisor - M2Advisor-screenshot-2 M2Advisor - M2Advisor-screenshot-2
M2Advisor - M2Advisor-screenshot-3 M2Advisor - M2Advisor-screenshot-3
M2Advisor - M2Advisor-screenshot-4 M2Advisor - M2Advisor-screenshot-4

M2Advisor: its rates

standard

Rate

On demand

Clients alternatives to M2Advisor

Airwallex

Streamline Global Payments for Businesses

star star star star star-half-outlined
4.1
Based on +200 reviews
info-circle-outline
Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
close-circle Free version
close-circle Free trial
close-circle Free demo

Pricing on request

Global money transfers, multi-currency accounts, and seamless payment solutions for businesses of all sizes.

chevron-right See more details See less details

Airwallex offers comprehensive features, including global money transfers in multiple currencies, allowing businesses to engage in cross-border transactions with ease. It provides multi-currency accounts, enabling users to hold and manage funds in various currencies without unnecessary conversion fees. With its seamless payment solutions tailored for various business needs, Airwallex empowers companies to streamline their financial operations and enhance customer experiences efficiently.

Read our analysis about Airwallex
Learn more

To Airwallex product page

takepayments

Payment Solutions for Small Businesses Introduction

star star star star star-half-outlined
4.9
Based on +200 reviews
info-circle-outline
Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
close-circle Free version
close-circle Free trial
close-circle Free demo

Pricing on request

Streamlined payment processing, user-friendly interface, and secure transactions make this business card software ideal for managing payments efficiently.

chevron-right See more details See less details

Takepayments offers a streamlined payment processing solution that enhances efficiency for businesses. Its user-friendly interface ensures easy navigation, while the software prioritises secure transactions to protect sensitive customer information. With features designed to simplify payment management, it caters perfectly to businesses seeking a reliable way to handle monetary transactions seamlessly. Ideal for both small enterprises and larger organisations, it aims to optimise cash flow and improve customer experiences.

Read our analysis about takepayments
Learn more

To takepayments product page

Tide

Business Banking and Financial Management for SMEs

star star star star star-half-outlined
4.3
Based on 10 reviews
info-circle-outline
Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
close-circle Free version
close-circle Free trial
close-circle Free demo

Pricing on request

Create and share customised digital business cards effortlessly, manage contacts seamlessly, and analyse engagement metrics to maximise networking opportunities.

chevron-right See more details See less details

This software offers users the ability to design and distribute personalised digital business cards with ease, ensuring a professional touch in networking situations. Features include seamless contact management to keep information organised and an analytics function that enables users to track engagement rates of their cards. This comprehensive approach not only enhances visibility but also helps in refining networking strategies based on real-time data insights.

Read our analysis about Tide
Learn more

To Tide product page

See every alternative

Customer reviews about M2Advisor

star star star star star-half-outlined
4.7
Based on 5 reviews
info-circle-outline
Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.

Appvizer Community Reviews (0)
info-circle-outline
The reviews left on Appvizer are verified by our team to ensure the authenticity of their submitters.

Write a review

No reviews, be the first to submit yours.