CRM-UK is a software company that has delivered significant results for many happy customers over almost two decades of…
About M2Advisor
M2wealth international was founded by a group of technologists with extensive trading, investment and settlement systems experience and with the vision and resources to create advanced new systems for the evolving 'wealth management' sector.
We are a global wealthtech company solving investment managers' daily portfolio management, financial/custodian data aggregation and reconciliation problems.
The company is based in zug in switzerland with offices in Europe (zurich, London) and asia (Hong Kong, Melbourne, Sydney, wellington).
Please visit our website for further information regarding our services.
Leadership
- Anthony Bull Chief Technology Officer Auckland, Auckland, New Zealand LinkedIn profile
- Brent Fraser Owner Chelmsford, England, United Kingdom LinkedIn profile
- Paul Graham Managing Director Perugia, Umbria, Italy LinkedIn profile
- Terence Burns Chief Information Security Officer Wellington, New Zealand LinkedIn profile
At a glance
| Classification | |
|---|---|
| Headquarters | Zug |
| Founded | 2001 |
| Company size | 1-10 |
| Revenue | $1 - 10m |
| Profiles | Log in to view |
Profile
Specialties: Data Aggregation, Data Cleansing, Portfolio Management Software, Software As A Service, Mobile Applications, Direct Custodian Interface Technology, Full Automatisation, Financial Technology Services (Fintech), Wealth Management Ecosystem, Backoffice, API, Account Aggregation, Financial Data, Investment Data, Outsourcing, Bank Interfaces, Portfolio Management Application, Wealth Management Software, Wealth Management Platform Providers, Data Management, Banking Transactions, Transactions & Positions, Non-Bankable Assets, Data Enrichment, Managed Services, IT, Wealth Management Technology (Wealthtech), Reconciliation, Data Normalisation, Data As A Service, Saas, Daas, Data Warehousing, Custodian Data, Portfolio Accounting Data, And Portfolio Accounting Data
Technologies: Wordpress Block Editor, Imagesloaded, Ubuntu, Nginx, Json, Jax-Rs, Network Solutions, Oembed, Amazon Simple Email Service, Sitelinks Search Box ...
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- Lab Group
- Midix.Com
- Otago Community Trust
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