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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Enhance client satisfaction and drive superior business results. Our investments are tailored to meet the unique needs and preferences of each client. We deliver outstanding, scalable service for both discretionary and advisory mandates. Clients gain access to invaluable expertise and technological resources without the burden of ownership. This support spans from the onboarding process all the way through daily operations. We empower financial professionals with investment technology and services designed to simplify their tasks immensely. At its essence, investment management involves directing clients' funds to help them realize their aspirations, and we strive to maintain that simplicity. Evooq partners with wealth and asset managers to enhance their services and streamline operations, enabling them to secure improved outcomes for their clients and businesses alike. Operating from Switzerland, we collaborate with wealth and asset management firms globally, ensuring they have the tools and support necessary to thrive in a competitive landscape. Our commitment is to continually innovate and adapt to the evolving needs of our partners.

Description

Innovative Wealth Management solutions are available for Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers, and Investment Administrators. We transform various input formats and protocols from multiple sources into a single, standardized output format. This standardized approach allows our data formats to be 'reused' for creating new interfaces as needed, which greatly cuts down on the time required to implement new functionalities. Financial institutions can offer their clients a secure and standardized data service through m2Data with minimal impact on daily operations. Moreover, m2Wealth stands out as one of the few providers equipped with fully functional EBICS capabilities. M2 has established 'connectors' with numerous European Custodians and Banks that have chosen EBICS as their preferred connection protocol, ensuring global daily distribution. As the number of Banks and Custodians opting for EBICS continues to rise, M2 is actively collaborating with these financial institutions to enhance their services. By streamlining data management and fostering connections, M2 empowers financial entities to operate more efficiently in a rapidly evolving market.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Evooq

Country

Switzerland

Website

www.evooq.ch/

Vendor Details

Company Name

M2Wealth

Founded

2001

Country

Hong Kong

Website

www.m2wealth.com

Product Features

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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