Transform client relationships, simplify onboarding and unlock seamless integrations
Monax is a cloud based SaaS advisory platform and Customer Relationship Management system (CRM) designed specifically to help professional financial advisors succeed.
Our CRM features include email integration, activity setting, and note taking, alongside a streamlined client onboarding process with easy to create MiFID risk assessment tests.
Monax is more than just a CRM though - our built-in InvestCheck tool, powered by Morningstar Data, helps you create model portfolios, recreate client portfolios and convincingly showcase portfolio improvements to clients.
Monax also integrates with PensionsInfo and Pensionspartner, allowing you to easily access and analyse client pension data.
Monax saves you time, makes onboarding easy, offer specialised features and helps you provide excellent customer service to your clients.
Monax caters to independent financial advisors, pension advisors, and investment managers who are looking to enhance their efficiency and improve client relationships.
We are continuously expanding our applications functionality so that you can save the most time and reduce costs.
Decide on the information you need and onboard clients quickly and efficiently using our white label onboarding feature.
Easily add notes and activities so you never miss out on following up with your clients.
Streamline onboarding, portfolio analysis, pension data management, communications and more.
Significantly reduce manual work by quickly generating reports that can be sent straight to your clients.
Integrate with leading financial software, such as Pensionspartner and PensionsInfo.
Integrate with billing applications, document signing tools, email and calendar providers, and more, to create a unified ecosystem.
Spend your time advising and significantly reduce your onboarding and meeting preparation times.
Reduce costs by simplifying your tech stack.
Tiered access keeps information safe. You decide who in your organisation has access to all of your customer data.
Monax is fully GDPR compliant and all of your data is housed securely within the EU.
We are so sure that Monax will make a difference for your company, we’ll let you try it for free for 7 days.
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Monax saves you time.
Streamline your client interactions and workflows with efficient client onboarding and centralised customer data management.
Our built-in communication tools and easy report generation further reduce manual work.
Integrations with leading financial software, billing, and document signing applications make billing and confirmation a faster and simpler process.
Start your 30-day free trial of Monax CRM today
- Monax Pension
- 2 seats
- MiFID tests
- Monax CRM
- Online training
- Den komplette Monax suite
- 4 seats
- MiFID tests
- Monax CRM
- 1:1 Onboarding & training
