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  1. m2Wealth
  2. m2Advisor

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)
See all 12 articles

Navigation & Settings

  • General Navigation
  • Home & Settings
  • - Specified Documents
  • - Adding Users
  • - Deleting Users
  • - Changing User Privileges
See all 7 articles

Client Relationship Management

  • Client
  • - Adding Entities & Contacts
  • - Tax Country and Tax Identifiers
  • - Adding a Family Group
  • - Deleting Entities & Contacts
  • - Activating m2Web for clients
See all 12 articles

Portfolio

  • Holdings
  • - Classifying an Asset into a Major/Minor Group
  • Movements
  • - Adding Cost Base to Transferred-In Assets
  • - Editing a Movement
  • - Deleting a Movement
See all 11 articles

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
See all 8 articles

Asset Info

  • Overview
  • Classification
  • - Asset Classification (Instruction Video)
  • - Adding an Asset Classification Scheme
  • - Classifying an Asset

QuikEntry

  • QUIKentry

m2AdvisorLite

  • m2AdvisorLite: Intro
  • Home page and Client-Entity Search
  • Client-Entity Information screen
  • Portfolio Holdings screen
  • Bulk Fee Schedules
m2Wealth