Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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.

Description

The definitive source of truth for data generated or utilized by financial entities. NeoXam DataHub offers a range of functional modules tailored to meet the unique needs of various financial institutions, including investment and retail banks, asset managers, brokers, custodians, and fund administrators. It effectively consolidates and centralizes a securities master file sourced from multiple inputs, enhances the management of business entities like counterparties and issuers, and establishes a singular customer master file. Furthermore, it integrates all trades and positions into one comprehensive repository, significantly improving risk management and compliance oversight. This versatile platform also addresses numerous other challenges faced by financial institutions, ensuring they remain competitive and compliant 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

M2Wealth

Founded

2001

Country

Hong Kong

Website

www.m2wealth.com

Vendor Details

Company Name

NeoXam

Founded

2013

Country

France

Website

www.neoxam.com/solutions/data-management/

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

Product Features

Data Management

Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge

Alternatives

Alternatives

DataHUB+ Reviews

DataHUB+

VROC
JUMP Front-to-Back Reviews

JUMP Front-to-Back

JUMP Technology
SOLIAM Reviews

SOLIAM

VERMEG