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The Advisor Workstation

All the tools your need to run your advisory business

Powerful Portfolio

Multiple custodian data aggregation

Data reconciliation

Proposal generation & Modelling

Comprehensive CRM

Tag clients for marketing purposes

Doc & Communication Repository

Create reminders and To-Dos

Built-In Compliance

Customizable KYC and Workflow

Monitor mandates and Risk

Doc template generation

Portfolio Advisor Desktop

Manage your clients portfolio with ease

Portfolio Features

CRM Features

A powerful Client Relationship Management system designed for the wealth advisor

Multi Field Search

Our powerful search function can search multiple account IDs, tags, assets and other client detail fields.

Alerts and To Dos

Assign to-dos for a client with notifications that can remind you when a task is due

Custom Tags

Customisable tags allow you to categorise your clients for marketing purposes. Create output lists to tools such as Mailchimp.

Document Repository

Save clients, assets and firm-wide documents securely on our system.

Contact Events Log

Emails, phone and other client details can be stored on the system for future reference.

Multi Contacts

Portfolio can have contact details for multiple contacts such as an accountant or spouse.

Compliance Features
We help you stay compliant with AMLA, Swiss Code of Conduct, MiFID 1, MiFID 2, FIDLEG (FinSA),
FINIG (FinIA) and Australia ASIC's AFSL obligations.

Post Trade Checks

Automate post-trade compliance checks against regulatory restrictions and pre-agreed mandates.

Record Keeping

Maintain mandatory record keeping such as I.D’s and domicile proof-sets securely.

Internal Control

Achieve operational efficiency. Comply with regulations, laws and policies with ease.

Mandates and Risk

Analyse risk in real-time through the monitoring of rules established by workflows and mandates. E.g. Asset Allocation Mandates..

Client On-Boarding

Streamline client applications and data collection with alerts when tasks are
due and audit logs for control purposes.

Compliance Reporting

We provide a range of extract reporting capabilities for all compliance managers monitor portfolio activity and provide support documentation to regulators.

Customisable KYC

Easily customise your 'Know Your Client' forms to suit your business.

Workflow Checklist

Dynamic Workflows help ensure that all compliance tasks are completed.

Audit Log

Users compliance activity is logged to give
 managers better oversight and track relevant access to the system

Granular User Privileges

User privileges can be set up to better control compliance data integrity.

Easy to Use Templates

Email & Word Document templates for SOA, new client emails etc.

Value for Money

It all comes with m2Advisor. No need to purchase an additional system.

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