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:
Fidelity
J.P. Morgan
Interactive Brokers
Morgan Stanley
UBS USA
Pershing (BNY Mellon) – currently under development.
Wealth Managers use m2Data to aggregate the investment accounts of multiple Custodian Banks into a single view for their Investor Customers. They just need a single interface from m2Data built into their own systems or PMS and they can then access all the m2Data supported Custodian-Banks without further development cost or time.
m2Wealth 