Knowing our extensive experience in FinTech, when an existing client founded an aggressive financial technology start-up they immediately reached out to partner with DHx. The goal for M2i: to set up an end-to-end comprehensive investment management and marketing platform offering alternative investments to accredited  and non-accredited investors through a sophisticated, online marketplace with offerings for both individual investors and Registered Investment Advisors. 

Our client's desired investment platform would enable private companies to promote and manage their investment opportunities directly to potential investors. Investment advisors would have access to a marketplace of compelling alternative investments, ranging from debt offerings for accredited investors to equity investments, such as REITs, for both accredited and non-accredited investors.

Business Problem: While it is easy to create innovative investments on a whiteboard or a PowerPoint slide, scaling them is considerably complex, from crafting and testing the calculation engine to managing complex reports and notifications to integrating with payment gateways and reporting systems such as Morning Star’s ByAllAccounts. 

Solution Provided: M2i provides companies who want to offer an investment with a secure, proven platform that supports multiple investment types with customized calculations. The platform developed by DHx includes an integrated CRM that helps sponsor companies to drive investor relationships and well-structured workflows to help investors with their initial investment. The platform also includes an integration with Parallel Markets to provide proof of accreditation. It manages regular transactions, such as interest payments and return of capital. And, it has an integrated capital planning module that helps sponsors manage their incoming investments, capital payouts, marketing costs, and working capital.

The platform serves as a marketplace that brings together three constituents: companies looking to raise money through innovative investment opportunities; Registered Investment Advisors (RIAs) who are looking for lucrative, dependable ways to invest their clients’ assets; and private investors who are looking to make investments on their own behalf or who are looking for an RIA with whom they can create an ongoing relationship.

Key Solution Benefits:

• Cost-effective approach
• A well-equipped technical team with diverse skill sets (architect, technical project lead, project management, UI/UX, database experts supported by front- and back-end developers) under the leadership of DHx’s business team.
• Complex workflows, integrations and security supporting complex financial models
• Unique organizational hierarchy structure
• Sophisticated reporting and notification engines
• Emphasis on a hands-on consultive working relationship
• Precision-driven design coupled with cutting-edge technology

DHx was proud to partner with M2i to develop an end-to-end comprehensive investment management and marketing platform offering alternative investments to both accredited and non-accredited investors. There is no other platform in the market today with the features, functionality and scale that M2i offers its investment customers.