Access all of your assets (and liabilities) from your iPhone.Provides at-a-glance views into your investment portfolio and bank accounts, pulling investments of all types from your investment managers or banks.This version shows portfolios that are managed by your wealth managers. In future releases you will be able to add other assets you personally manage yourself such as your property, collectables and private investments and aggregate these with your professionally managed investments to maintain a total net worth position from one place.m2Wealth is currently only available for the use of the clients of m2Wealth International and their online Customers who have an m2Web sign-on.
Version 2 of m2Mobile is all about 'Performance' of your portfolio and several new features are being introduced over the coming months.This V2.1 release shows the GROWTH of your Net Worth over selected recent periods at a glance. This is calculated by comparing the difference in the market value of your investments over the selected date range. You can specify the date range from as short as the last trading day out to the last 12 months. This is the second of the 'Performance' releases for m2Mobile and follows the TODAY screen released earlier which shows you how your M2 portfolio is performing today on a specified Stock Exchange as it happens during the day.m2Mobile also shows an Asset Allocation graph of your current portfolio and the details of all of the shares, cash, bonds, options, funds, property etc in your portfolio, valued up-to-date.