m2Web & Mobile

Digital Investor Portal

Online portfolio access for investors and clients

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Control and Customisation

White Labelling & Integration

Allocate and Suspend Access

Third Party Integration Capacity

Online Portfolio Services

Advisor Centric Service

Self-Service Reports

Modern and Clean Design

Mobile Portfolio Access

Portfolio access On-the-Go

Real-time Feedback

Android and iOS Compatible

Customisable online portfolio services

Advisor Centric Service

Facilitate a collaborative relationship between Advisor and Investor by providing portfolio access to keep them informed at all times.

White Labelling & Integration

m2Web can be integrated into your firms website. The look and feel of the site can
also be customised using the firm's corporate colours and logos.

Access, Anytime, Anywhere

Clients can get online access to all their portfolio information anytime from any location, the information is up-to-date and fully valued with the latest market pricing.

Watch List

Investors can create their own watch list
on m2Web to keep track of stocks they are interested in.

Self Service Reports

Clients can freely print portfolio reports
for themselves or their accountants
without needing advisor intervention.

Modern and Clean Design

m2Web is designed to be dynamic and current. Investors can see an overview
of their portfolio and then easily drill down
into the details.

A beautiful online portfolio for your client

Home

Holdings

Performance

Movements

Income

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Your Logo Here

Your Logo Here

Your Logo Here

Your Logo Here

Advisor control and customisation

Comprehensive Integration

Available on a project basis, deep
integration of m2Web services into in-house IT developments using APIs allows
the embedding of m2Web into sophisticated client services unique to that firm.

Advisor Access Control

Investor client access is controlled by their Advisor who allocates the Login details and can reset lost passwords or suspend access as appropriate.

Other Integration Features

Advisory firms can deploy m2Web into their websites and internal systems with
built-in features such as display of Twitter feeds & single-sign on options.

m2Mobile

Easy Setup
Anyone provided with m2Web access by their
Advisor will get access to m2Mobile, and it comes at
no extra cost.

Instant Communication

Investors can create their own watch list on m2Web to keep track of stocks they are interested in.

Immediate Portfolio Access
m2Mobile provides access to m2 portfolios from mobile devices. The app is available on both Android and iOS

Contact us for a Demo

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