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m2Wealth

Data aggregation, reconciliation, and portfolio management platform for wealth management institutions

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Overview

m2Wealth provides wealth management software and data services for financial institutions, custodians, investment advisors, family offices, and asset managers. The platform aggregates and reconciles data from numerous authorized custodians and clearers globally, supporting a wide range of asset classes including off-market securities, derivatives, private equity, funds, FX, bonds, and crypto.

The product suite includes m2Data (aggregated data feeds), m2Hub (AI-powered cleansing and enrichment engine), m2Advisor (advisor workstation with portfolio aggregation), m2Web and m2Mobile (client access portals), m2Platform (multi-advisor wealth management platform), and m2SubRegistry. The platform offers automated back-office operations including position reconciliation, corporate actions verification, performance calculation, income and tax analysis, and reliable daily data delivery.

Key Features

+ Data aggregation from 100+ custodians and clearers globally
+ AI-powered automated reconciliation and corporate actions verification
+ Multi-asset class support including derivatives, PE, crypto, and off-market securities
+ Performance calculation and income/tax analysis as of any prior period
+ 24/7 API access with daily morning delivery of reconciled data
+ Advisor workstation with aggregated portfolio views and client web access

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