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M2Advisor : Reviews, Pricing, Features & Alternatives


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M2Advisor is an Investment Management Software. Price : $28000. Review M2Advisor : Overview & Pricing

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M2Advisor Overview : Features, Pricing, Reviews & Alternatives

M2Advisor is an Investment Management Software intended for businesses. Let’s discover user reviews, features and prices of this business app.

M2Advisor is listed as a Investment Management Software and Finance Software for companies and is used for Sales CRM CRMs …

M2Advisor price starts from $ 28000 per user and per month .

M2Advisor is a cloud-based portfolio management solution that focuses on customer relationship information

What is M2Advisor ?

M2Advisor is a cloud-based portfolio management solution that focuses on customer relationship information. It is suitable for small and medium banking and financial companies. Key features include Customer Relationship Management (CRM), Investor Portfolio Management, Performance 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 kind, including all types of securities, unlisted assets, property, and personal assets such as collectibles. It also supports any currency.

M2Advisor offers advanced reporting with flexible client preferences and white label options. The solution can run reports such as feedback on performance, perform…

M2Advisor is a highly functional desktop application for financial advisors to manage the investor client relationship collaboratively, manage more clients professionally with less effort through direct access to all portfolio information and history, to provide a Comprehensive portfolio management functionality, including corporate actions and income tracking. , produce advanced reports, generate sophisticated performance performance metrics, facilitate regulatory compliance, and extensive CRM functionality.

M2Advisor Review

M2Advisor Review : Pros & Cons

Pros & Cons

When it comes to finding the right Investment Management tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.

One such familiar name in this arena is M2Advisor, and as you may have guessed from the title, this review will tell you more about M2Advisor’s pros and cons.

Weighing the pros & cons is essential before selecting this tool for your business and your team.

M2Advisor Pros : Key Benefits

– SaaS platform

– Scalability and integration

– Frequent releases / updates

– High Compatibility

M2Advisor Cons

– Con : Not always the cheapest option : Investment Management Software average cost is $ 30 .
– Con : Custom integrations can come at a price.

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M2Advisor Features

Here is the list of the main features of this computer software :

– Cloud Services
– Accounting Management
– Risk Management
– Benchmarking
– Client Portal
– Performance Metrics
– Investment Management Features

Main function & Pro Features

– Cloud Services
– Accounting Management
– Risk Management
– Benchmarking
– Client Portal
– Performance Metrics
– Investment Management Features

M2Advisor Integrations

M2Advisor integrates with more than 1 applications & plugins like CRM (…) : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !

It also provides a powerful API toolkit that allows developers to build web services and exchange data.

Top 20 M2Advisor integrations


M2Advisor Pricing

The M2Advisor pricing plan starts from $ 28000 per month and per user, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …

M2Advisor offers several pricing plans :

– Standard : $ 28000,00 per user / per month
– Start : –
– Professional : –
– Enterprise : –
– Premium : –

Standard Start Professional Enterprise Premium
Per month Per month Per month Per month Per month
Per user Per user Per user Per user Per user


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Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.

Sign up for a trial and start using it right away !

Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.

Screenshot of the Vendor Pricing Page :

Software Pricing Plan

Software Pricing Plans

Pricing Details

Pricing Model : Subscription
Free trial : No information
Free plan : No information
Freemium : No information
Starting price : $ 28000,00
Entry-level set up fee : No setup fee

The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.

Deployment & Setup

M2Advisor is a cloud-based Investment Management platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).

m2advisor is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.

It supports desktop operating systems (like Windows and Mac OS …).

Technical Details & Specifications

Deployment : Cloud / SaaS
Desktop Operating Systems : Windows / Mac OS / Linux …
Mobile Platforms : –
Native Apps / Mobile Applications : –
GDPR compliance : No information

Supported languages

This application software supports the following languages : English …

Support & Training

Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Online Support …

Hotline : Yes

Training options : …

Industry & Customers

Who use M2Advisor ?

This software package is tailored to business needs : Medium Company, Large Company, SME …

This web-based application is recommended for trades : Management, Finance, IT, Marketing …

This cloud software is used in the sectors : Services …

Customer References

Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …

Awards & Recognitions

No information .


This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Entrepreneur, Freelancer, Large Company …)

M2Advisor Screenshots & Images : UI, dashboard …

M2Advisor Review

M2Advisor Business Software Pricing

M2Advisor Features

M2Advisor Features & Overview

M2Advisor Screenshot

M2Advisor Screenshot


Video #1

YouTube video


M2Advisor Reviews

Here is our opinion on M2Advisor : this is a great investment management software to recommend .

M2Advisor User Reviews & Ratings

Online and customer reviews of M2Advisor software are quite plentiful and overall very positive :

Overall rating : 5/5

Value for money : 5/5
Functionality : 5/5
Usefulness : 5/5
Ease of use : 5/5

User rating Excellent : 100%
User rating Very Good : 0%
User rating Average : 0%
User rating Poor : 0%
User rating Terrible : 0%

Popularity on social networks :

Your Customer Review on M2Advisor

What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …

Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend M2Advisor ? What is your likelihood to renew ?

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Why use a Investment Management Software ?

Investment management software helps manage investment portfolios, verify compliance, optimize portfolio performance, and track financial assets such as stocks, futures, options, and bonds. Some of its common features include asset reporting, portfolio management, and investment tracking. Investment management software makes it possible to follow the investments made and their progress in the company.

Main functions are : Investment tracking, Portfolio performance, Data import, Benchmarking, Asset reports, Financial risk management

Main characteristics are : Investments, Crowdfunding platform, particeep, software, saas, investment, api, particeep, software, saas, investment, api, ici, Crowdfunding for donations, Site for private funds, FinTech, SAAS software, Crowdfunding software, particeep, software, saas, investment, api, Investments, Management, Managementcompany, Software, Tools For Entrepreneurs & Creators, Saas, Movement Anticipation

Investment Management Software Average Price : from $ 30,00 to $ 30,00 with an average price of $ 30,00 . We have identified more than 30 competitors on the market.

Investment Management Software Review

Investment Management Software Review

Company details

Developed by M2WEALTH, Inc.
HQ location : USA
Founded :
Total revenue :

Industry : B2B SaaS company
Software Category : Finance & Accounting Software > Finance Software > Investment Management Software
Schema : SoftwareApplication > FinanceApplication

Tags : …
Website : visit

About This Article

This page was composed and published by SaaS-Alternatives.

The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.

Our opinion on M2Advisor is independent in order to highlight the strengths and weaknesses of this Investment Management Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.

M2Advisor Alternatives

If you’re understanding the drawbacks and you’re looking for a M2Advisor alternative, there are more than 25 competitors listed on SaaS-Alternatives !

If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.


Top 10 Alternatives & Competitors to M2Advisor

– Globalasset
– Longview Trading
– Fundmanager Io
– Fortress
– M2Advisor
– Ca Ppm
– Planview
– Kraytis Risk
– Tercero
– Taikoon

You can also take a look at other business apps, like our Sweetspot review and our MailDrop review.

Comparison with Similar Software & Contenders

Take an in-depth look at popular Finance & Accounting Software and Finance Software to find out which one is right for your needs. Discover how these Investment Management Software compare to M2Advisor when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !

Compare Investment Management Software


10Expert Score
M2Advisor Review
M2Advisor is a great investment management SaaS software to recommend for your company or business.
Ease of use
Customer support
Value for money
  • SaaS platform
  • Not always the cheapest option

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