Key Features of M-Edge

Manage your Team & Tasks

Efficiently delegate customer tasks amongst your team and monitor them easily

Create Automated Workflows

Streamline your workflow by setting up and activating a series of tasks. Save time & effort by bidding goodbye to repetitive actions.

Manage leads & opportunities

Embrace growth by efficiently handling and capitalizing on all your leads and new business opportunities

Organise and manage contacts

With features like family tagging and notes, detail out the contact information of multiple clients, all in one place

Track Client Meeting Agenda & Summary

Effortlessly monitor client meeting agendas, notes, minutes and actionable points

Your Partner-in-Growth

A platform that empowers you to confidently grow your clientele by managing the A-Z details, tasks, and requirements of all your clients

The M-Edge Advantage

If you’re thinking how M-Edge can help you as a financial advisor, let us explain it to you in the easiest way possible.

It does so by making your customer data and leads super easy to read and manage.

Collect and organize all customer data
Simplify your workflow and back office tasks
Access your data easily from anywhere.

It’s just that simple!


How secure is my client data with M-Edge CRM?
Masterstroke and M-edge employs strong data encryption protocols to safeguard your and your client data during transmission and storage. This helps protect against unauthorized access and data breaches. Each individual user has restricted access and can only view their own data. If you have any more queries about this, please feel free to reach out to us.
Why do I need M-edge for my financial distribution/advisory business?
M-Edge allows you to store and organise all client information in one centralised location, making it easily accessible whenever needed. It helps you track client interactions, stay up-to-date with client preferences and enables you to effectively communicate with them. You can create and assign tasks, set reminders, and track progress, ensuring important follow-ups and activities are not missed.
How is M-Edge different from other CRM platforms?
MSO is tailor made specifically for financial advisors , offering specialised features and functionalities designed to support their industry-specific requirements. It is purpose-built to streamline your workflow, automate administrative tasks, and provide the necessary tools for client management, portfolio tracking, and compliance.

Unlimited Possibilities

Add unlimited number of contacts

Manage unlimited opportunities

Keep track of unlimited number of leads

Unlimited customer interactions

View the M-Edge Demo


Our CRM software is transforming the way financial advisors manage client relationships and acquire new business. Here’s what they have to say about us:
Finally, lead management that's a piece of cake! It's like having a personal assistant, but way cooler. Thanks M-Edge!
Loving that I can keep a track of all my client interactions in one place and easily delegate tasks to my team.!
I never thought we needed CRM until I came across this platform. definitely recommend this for every Financial Advisors like me!

Pricing plans

Unlock all features and benefits with our comprehensive single pricing plan.
Main User Price
Note:Initially You will get 2 free addon users
Add-on Users
Add on User Price
( + 18% GST)


( + 18% GST)
* XX% Discount Included

Try M-Edge for free

Want to manage your customers better? Check out the free demo
Make customer management a breeze - try the M-Edge demo at no cost.
Take control of your customer management - explore our free demo today!
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