m2wealth.com/ai-and-wealth-m…
AI is no longer a future discussion for wealth managers, but turning investment into measurable outcomes remains the real challenge. Read our latest blog to learn more.
When you manage significant wealth, risk isn’t theoretical. Discover how m2Wealth puts compliance and data protection at the centre of everything we do in our latest blog.
m2wealth.com/reducing-risk-w…
As the festive season approaches, we thank our clients and partners for your continued trust and collaboration. Wishing you a wonderful holiday season and every success in the year ahead. Season’s greetings from m2Wealth.
Efficiency is the new competitive edge in wealth management — and at M2, we’re already making it happen. Discover how our AI-driven solutions are transforming operations and delivering real results.
m2wealth.com/ai-in-wealth-ma…
We’re proud to announce that m2Wealth International has achieved SOC 2 Type I certification, with an unqualified audit by Prescient Security. This milestone reinforces our commitment to security, trust, and delivering reliable, scalable solutions.
Clunky, slow, risky processes? There’s a better way.
Our latest blog shows how M2’s Robo Back Office automates tasks, scales effortlessly, and keeps your data working for you.
Read more: m2wealth.com/inside-m2s-robo…
We’re pleased to announce the Helvetische Bank interface is now live.
This expands our Swiss market coverage, bringing M2’s ecosystem to 110+ bank-approved interfaces—accessible via a single common adaptor.
Secure, direct client data delivery.
No PII. No passwords. No friction
Still sharing passwords for wealth accounts? There’s a safer way. Our latest blog explains. #WealthManagement #M2Inside
m2wealth.com/pii-and-passwor…
reuters.com/business/finance…
Discretionary investing is growing—and M2 is built to support it, from MDAs to model-based strategies.
New Data Feed Alert 🚀
State Street is now live on the m2Wealth platform.
The CTI MDB Standard Interface offers seamless NAV + client data integration for Wealth Managers, Family Offices & Fund Managers.
Now available for global distribution. 🌍 #FinTech #WealthManagement
The Bank Frick interface is now available for European and Global distribution, further expanding the accessibility of our services. M2 provides innovative solutions to meet our clients evolving demands.
We extend our warmest wishes to our clients and supporters for a wonderful Christmas. Wishing you and your loved ones a joyous holiday season filled with prosperity. 🎁✨ #M2WealthGreetings #SeasonsBest
A new interface to Openmarkets Group (OMG) has been released and is now fully operational as an m2Data Adaptor and an m2Hub plug-in for Portfolio aggregation, reconciliation, & AI cleansing and enrichment. #interface #australia #bank #data #m2data #m2hub #aggregation #openmarkets
A new interface to Swissquote has been released and is now fully operational as an m2Data and m2Hub plug-in for Portfolio aggregation.
Swissquote Group Holding Ltd is Switzerland's leading provider of online financial and trading services.
M2 continues to expand its European options with the inclusion of Bank Zweiplus in its list of interfaces.
Bank Zweiplus Ltd is the reliable custodian bank for clients of financial service providers, insurance companies and asset managers
#interface #zweiplus #bank #data
M2, a leading Global and independent Custodian-Bank data aggregator, will shortly be adding the #OpenWealth API as an ‘interface’ service.
#openwealth #api #interface
Liechtenstein is an important market for wealth management Globally. M2 has this market covered with several custodian interfaces fully operational and available for European and wider global distribution.











