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:

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.


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s