m2Web & Mobile
Digital Investor Portal
Online portfolio access for investors and clients
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.
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
Advisor control and customisation
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.
Anyone provided with m2Web access by their
Advisor will get access to m2Mobile, and it comes at
no extra cost.
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
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