M2 adds 6 more USA bank interfaces

m2Wealth is continually adding bank and custodian interfaces to the already wide range of data-feeds it now supports out-of-the-box. We have recently been concentrating on expanding the range of USA Bank/Custodian interfaces to support some of our globally focused Wealth Manager Clients. These new m2Data interfaces are for: FidelityJ.P. MorganInteractive BrokersMorgan StanleyUBS USAPershing (BNY Mellon) … More M2 adds 6 more USA bank interfaces

Australian Investment Platforms – Turbulence Ahead

  The broad church of ‘Platforms’ is now heading into an era of significant change and disruption in Australia(and globally) after a period of maturation following the ‘independents’ successful grab of a seat at the table alongside the large Institution-linked Platforms. Two new trends: ‘cost’ and ‘agility’ are differentiators that are now emerging tochallenge the current … More Australian Investment Platforms – Turbulence Ahead

Introducing our New Web Payment System

We have completely redesigned our payments system to improve your experience throughout the payments process. From creating to approving a payment instruction, or when you need to amend or cancel a payment at various stages of the workflow, it is now clearer and easier than ever before. We have also improved the speed and flexibility of our search function so you can quickly find and view the current status of … More Introducing our New Web Payment System

Zero or Negative interest rate charge – what to do?

The situation gets tricky, more and more banks stop subsidizing and charge their clients for holding cash on the account. Thresholds get reduced, new client segments such as private clients get confronted with the charge. And reading between the lines, further interest rate steps by SNB can not be excluded anymore. There are solutions to soften … More Zero or Negative interest rate charge – what to do?

M2Wealth AG Announces Change of Address

M2Wealth AG Announces Change of Address 06/10/2016 Zug – SWITZERLAND – M2Wealth AG, a leading FinTech company specialised in wealth management technology such as data aggregation and portfolio management software, announces today that they have moved their Zurich – SWITZERLAND office to a new location in Zug – SWITZERLAND. The address of the new location is Hinterbergstrasse … More M2Wealth AG Announces Change of Address