--- title: M2Advisor Reviews meta_title: 'M2Advisor Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how M2Advisor works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 4 scale: '5' date_modified: '2026-09-28' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # M2Advisor Reviews **Vendor:** m2Wealth International **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 4 ## About M2Advisor All the tools you need to run your advisory business ## M2Advisor Reviews ### 1. M2Advisor **Rating:** 4.0/5.0 stars **Reviewed by:** Shivangi S. | Associate Scientist II, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** February 24, 2022 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about M2Advisor?** The best part about this is it provides a solution to manage any type of liability whether it is property, personal assets or security. **What do you dislike about M2Advisor?** It takes a lot of time initially to set up the system. **What problems is M2Advisor solving and how is that benefiting you?** Their data is always accurate, and they can manage all the same in the same place. ### 2. Very friendly staff and overall attentive to all needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 15, 2021 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about M2Advisor?** I really enjoy how helpful and attentive to my needs the staff is. **What do you dislike about M2Advisor?** I don't necessarily dislike anything, maybe just that it's too large. **What problems is M2Advisor solving and how is that benefiting you?** It is helping my team work better together and find solutions to our problems. ### 3. Best app for Small to midsize financial businesses **Rating:** 4.0/5.0 stars **Reviewed by:** Christos M. | Inventory Manager, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** October 08, 2021 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about M2Advisor?** It offers advanced reporting with flexible preferences for clients and white label options **What do you dislike about M2Advisor?** M2Advisor does not offer a free trial period **Recommendations to others considering M2Advisor:** Will help them manage their relationship with financial investors customers **What problems is M2Advisor solving and how is that benefiting you?** M2Advisor enables financial advisors to manage all information relevant to customers and their portfolio. ### 4. It provides focus on client relationship **Rating:** 3.5/5.0 stars **Reviewed by:** Abhinai B. | Linux Administrator, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 08, 2021 **What do you like best about M2Advisor?** Best designed for server setup and SMEs which provides end to end **What do you dislike about M2Advisor?** Pricing and management software which will take more time to understand **Recommendations to others considering M2Advisor:** Highly recommended for software use **What problems is M2Advisor solving and how is that benefiting you?** End to end relationship with the server setup and configuration ## M2Advisor Discussions - [What is M2Advisor used for?](https://www.g2.com/discussions/what-is-m2advisor-used-for) - [How is it possible to manage financial corporate actions of diverse departments of the same company?](https://www.g2.com/discussions/how-is-it-possible-to-manage-financial-corporate-actions-of-diverse-departments-of-the-same-company) - 1 upvote - [View M2Advisor pricing details and edition comparison](https://www.g2.com/products/m2advisor/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-29+19%3A37%3A48+-0500&secure%5Bsession_id%5D=bb3ee981-d015-42e1-ba2b-85fd54808883&secure%5Btoken%5D=afc196b40c793703ebf8b3e20906ee0a5461f560fa105349dbcfd4408d01350b&format=llm_user) ## M2Advisor Features **Content** - Automation - Marketing Automation **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging - Activity Dashboard **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics - Calendar Management - Template Management - Client Management - Workflow Management - Territory Management - Financial Management - Document Management **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics - Email Management - Email Marketing **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management - Contact Management **Agentic AI - Financial Services CRM** - Decision Making **Additional Functionality** - Search/Filter - Activity Tracking - Expense Tracking - CRM - Mobile Access - AI Copilot - Calendar Sync - Third-Party Integrations - Data Import/Export - Customizable Reports - Customizable Fields - Lead Capture - Relationship Tracking - Collaboration Tools - Alerts/Notifications - Email Templates - Generative AI - Customer Database - Task Scheduling - Reporting & Statistics - API - Team Assignments - Drag & Drop - Access Controls/Permissions - For Financial Institutions - Interaction Tracking - Sales Reports ## Top M2Advisor Alternatives - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (642 reviews) - [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) - 4.7/5.0 (516 reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.2/5.0 (368 reviews)