m2Advisor
Quick Introduction Videos
- Introduction Video - (1.26 min)
- Home Page - (1.08min)
- Client Page - (1.51min)
- Actions Page - (1.15min)
- Library Page - (0.44min)
- Compliance - (5.50min)
Navigation & Settings
- General Navigation
- Home & Settings
- - Specified Documents
- - Adding Users
- - Deleting Users
- - Changing User Privileges
Client Relationship Management
- Client
- - Adding Entities & Contacts
- - Tax Country and Tax Identifiers
- - Adding a Family Group
- - Deleting Entities & Contacts
- - Activating m2Web for clients
Portfolio
- Holdings
- - Classifying an Asset into a Major/Minor Group
- Movements
- - Adding Cost Base to Transferred-In Assets
- - Editing a Movement
- - Deleting a Movement
Compliance
- Overview
- KYC - Setting up a Profile Category (a.k.a KYC)
- KYC - Adding a Profile Category to a client
- Mandates - Adding / Editing a Cover Advice Mandate
- Workflow - Setting up a Milestone and Tasks
- Workflow - Adding a Milestone to a Client