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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
Customizable reports offer clarity regarding the specific Holds associated with each custodian, detailing who has acknowledged their holds and who has not. These reports can be generated instantaneously and exported in various formats for ease of use. Through the Custodian Portal, custodians can conveniently respond to hold notices and related questionnaires from any device, eliminating the need for communication with the legal team. This user-friendly interface enables custodians to effortlessly view all their associated holds in real-time. Additionally, you can create, automate, and manage email message templates by utilizing information placeholders, enhancing efficiency. By selecting different types of communication, you can design tailored questionnaires that improve the management of holds and custodians. With the introduction of custom reminder scheduling, questionnaires, and tracking, the hassle of manual reminders is a thing of the past. Instead of continually following up with custodians, leverage automatic audit reports to maintain compliance in your eDiscovery process while ensuring that your holds are defensible in court. This streamlined approach not only saves time but also strengthens the integrity of your legal processes.
API Access
Has API
API Access
Has API
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
ZyLAB
Founded
1983
Country
Netherlands
Website
www.zylab.com/en/product/legal-hold
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