Intersuisse can seamlessly link your portfolio to the web-based M2 Wealth Management System, a global service used by private banks and wealth managers.
M2 is your personal wealth management tool that enables you to hold and value any asset or liability in any currency. Assets can include Stocks and Shares, Cash and Currency, Fixed Income, Futures, Options, Unit Trusts, Fund, along with adjustments and income such as dividends, interest etc. It will also hold Bank and CMA accounts, Mortgages, Loans, Cars, Houses, Paintings, Jewellery, etc. M2 provides automatic price feeds for most publicly listed assets.
You can access and value your portfolios with a single login and view them separately or consolidated as you wish. Once recorded, you can immediately access them at any time, valued up to date, giving you your true asset and liability position.
M2 users click here to login.
