Access all of your assets (and liabilities) from your iPhone.
Provides at-a-glance views into your investment portfolio and bank accounts, pulling investments of all types from your investment managers or banks.
This version shows portfolios that are managed by your wealth managers. In future releases you will be able to add other assets you personally manage yourself such as your property, collectables and private investments and aggregate these with your professionally managed investments to maintain a total net worth position from one place.
m2Wealth is currently only available for the use of the clients of m2Wealth International and their online Customers who have an m2Web sign-on.