Library

Library View

The Library system has 3 sections where you can store your documents:

Client – documents relating to a particular client.

Asset – documents relating to a particular asset not relating to a client (e.g. funds PDS, research, etc.)

General – general internal company documents (e.g. company forms etc.)

For more information on how to save documents to the Library, refer to the M2 User Guide: ‘Library - Saving Documents in m2Advisor’.