---
description: Review of M2Advisor Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: M2Advisor | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [CRM Software for Startups ](/directory/3235/startup/software) > [M2Advisor](/software/165928/m2advisor)

# M2Advisor

Canonical: https://www.softwareadvice.ie/software/165928/m2advisor

> M2Advisor is a cloud-based portfolio management solution that focuses on client relationship information. It is suitable for small to midsize banking and financial businesses. Key features include customer relationship management (CRM), investor portfolio management, return performance measurement


M2Advisor enables financial advisors to manage all information relevant to clients and their portfolios. The solution can manage assets or liabilities of any type including all types of securities, unlisted assets, property and personal assets such as collectables. It is also able to support any currency.


M2Advisor offers advanced reporting with flexible preferences for clients and white-label options. The solution can run reports such as performance returns, realized and unrealized profit and loss and foreign exchange gains and losses. It can also track metrics such as corporate actions and income and facilitate regulatory compliance.
> 
> Verdict: Rated **5.0/5** by 1 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 1 Reviews |
| Ease of Use | 4.0/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 4.0/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: M2Wealth
- **Founded**: 2001

## Commercial Context

- **Starting Price**: US$28,000.00
- **Pricing Details**: SW PRO Licence fee; CHF 500 (per month per user) \& SW LITE fee; CHF 320
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Available Countries**: Hong Kong SAR China

## Features

- Accounting
- Benchmarking
- Bonds/Stocks
- Client Management
- Commodity Futures
- Compliance Tracking
- Fee Management
- Investments Tracking
- Order Management
- Performance Metrics
- Portfolio Management
- Risk Management

## Category

- [CRM Software for Startups ](https://www.softwareadvice.ie/directory/3235/startup/software)

## Related Categories

- [CRM Software for Startups ](https://www.softwareadvice.ie/directory/3235/startup/software)
- [Investment Management Software](https://www.softwareadvice.ie/directory/4566/investment-management/software)
- [Banking CRM Software](https://www.softwareadvice.ie/directory/336/banking-crm/software)

## Alternatives

1. [Morningstar Direct](https://www.softwareadvice.ie/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Yardi Investment Manager](https://www.softwareadvice.ie/software/263330/yardi-investment-manager) — 4.0/5 (9 reviews)
3. [Plaid](https://www.softwareadvice.ie/software/179020/plaid-for-lending) — 4.4/5 (101 reviews)
4. [Backstop](https://www.softwareadvice.ie/software/127096/backstop) — 4.3/5 (46 reviews)
5. [FundCount](https://www.softwareadvice.ie/software/164908/fundcount) — 4.7/5 (15 reviews)

## Reviews

### "Personalised service with timely and accurate data" — 5.0/5

> **Coire** | *11 October 2017* | Investment Management | Recommendation rating: 9.0/10
> 
> **Pros**: Data is always accurate and we are always informed if there are any issues with interfaces to our providers. The ability to manage all of my customer data in the same place from portfolio's to CRM and compliance. Always launching great new features and not standing still providing the same product every year like others.
> 
> **Cons**: The system is so customisable that a lot of time is spent initially setting up the system. The application is desktop based so users need to install locally. I hear they are bringing out a web based version though\!

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/165928/m2advisor)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/investment-management/m2advisor-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/165928/m2advisor> |
| en-GB | <https://www.softwareadvice.co.uk/software/165928/m2advisor> |
| en-IE | <https://www.softwareadvice.ie/software/165928/m2advisor> |
| en-NZ | <https://www.softwareadvice.co.nz/software/165928/m2advisor> |

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