Monax is a cloud based SaaS advisory platform and Customer Relationship Management system (CRM) designed specifically for professional and financial advisors.
We help advisors bridge the gap between raw financial data and actionable insights in order to effectively manage your business by providing useful customer management tools and top tier financial data - All so you can spend your time giving your clients the best financial advice.
With Monax, you gain access to white label professional financial advisory tools, covering advice for investments and pensions contained within a specifically designed CRM system, optimised for the financial sector.
We continuously expand the functionality so that you are prepared to provide the best financial advice.
We are so sure that Monax will make a difference for your company, we’ll let you try it for free for 30 days.
Monax is a self contained CRM system where you can onboard clients, reduce meeting prepartion times and reduce costs by simplifying your tech stack all while accessing the best financial data in the industry - Morningstar.
Monax ensures you have access to all relevant data – and only that. Fully GDPR compliant and removes access to personally identifiable data when it is no longer needed.
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As an independent financial advisor, you know how difficult it is to find more time for advice. The Monax platform can help you have more time to improve customer satisfaction rates and offer a better experience.
Sign up today and start your Monax journey
- Monax Pension
- 3 seats
- MiFID tests
- Monax CRM
- Online training
- Den komplette Monax suite
- 4 seats
- MiFID tests
- Monax CRM
- 1:1 Onboarding & training
