---
description: Get detailed information about M2Advisor and how it can help you meet your business needs. Learn more about M2Advisor price, benefits, and disadvantages for businesses in Singapore.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: M2Advisor Pricing, Cost & Reviews - Capterra Singapore 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [M2Advisor](/software/153395/m2advisor)

# M2Advisor

Canonical: https://www.capterra.com.sg/software/153395/m2advisor

> Powerful \& cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment \& settlement
> 
> Verdict: Rated **5.0/5** by 1 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses M2Advisor?

Small to mid to large-sized Independent Asset Management firms, Wealth Management firms, Single and multi-family Offices, Wealth Management Platform Providers, Fund Managers, Insurance firms, Law firm

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 1 Reviews |
| Ease of Use | 4.0/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 4.0/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: M2Wealth
- **Founded**: 2001

## Commercial Context

- **Starting Price**: US$28,000.00
- **Pricing Details**: SW PRO Licence fee; CHF 500 (per month per user) \& SW LITE fee; CHF 320
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Available Countries**: Hong Kong SAR China

## Features

- Benchmarking
- Bonds/Stocks
- Client Management
- Compliance Tracking
- Investments Tracking
- Performance Metrics
- Portfolio Management
- Risk Management

## Category

- [Investment Management Software](https://www.capterra.com.sg/directory/20010/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.capterra.com.sg/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Trade Ideas](https://www.capterra.com.sg/software/1030960/trade-ideas) — 4.7/5 (37 reviews)
3. [Human Interest](https://www.capterra.com.sg/software/1013332/human-interest) — 4.0/5 (36 reviews)
4. [WOWS Investment Portal](https://www.capterra.com.sg/software/1051443/wows) — 4.7/5 (97 reviews)
5. [Investera Pro](https://www.capterra.com.sg/software/1018626/investera-pro) — 4.8/5 (6 reviews)

## Reviews

### "Personalised service with timely and accurate data" — 5.0/5

> **Coire** | *11 October 2017* | Investment Management | Recommendation rating: 9.0/10
> 
> **Pros**: Data is always accurate and we are always informed if there are any issues with interfaces to our providers. The ability to manage all of my customer data in the same place from portfolio's to CRM and compliance. Always launching great new features and not standing still providing the same product every year like others.
> 
> **Cons**: The system is so customisable that a lot of time is spent initially setting up the system. The application is desktop based so users need to install locally. I hear they are bringing out a web based version though\!

## Links

- [View on Capterra](https://www.capterra.com.sg/software/153395/m2advisor)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/153395/M2Advisor/> |
| en-AE | <https://www.capterra.ae/software/153395/m2advisor> |
| en-AU | <https://www.capterra.com.au/software/153395/m2advisor> |
| en-CA | <https://www.capterra.ca/software/153395/m2advisor> |
| en-GB | <https://www.capterra.co.uk/software/153395/m2advisor> |
| en-IE | <https://www.capterra.ie/software/153395/m2advisor> |
| en-IL | <https://www.capterra.co.il/software/153395/m2advisor> |
| en-IN | <https://www.capterra.in/software/153395/m2advisor> |
| en-NZ | <https://www.capterra.co.nz/software/153395/m2advisor> |
| en-SG | <https://www.capterra.com.sg/software/153395/m2advisor> |
| en-ZA | <https://www.capterra.co.za/software/153395/m2advisor> |

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