Monax is 100% Danish-owned. The multinational team behind our cloud-based SaaS (Software as a Service) solution are all based in Copenhagen, Denmark.
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Monax aggregates real-time data from investment funds and offers a range of CRM tools and a platform that registered financial advisors and investment managers can use to provide qualified advice to their clients.
Monax comprises a suite of automation tools to help financial advisors streamline their workflows and save valuable time.
Monax has three main components:
You can read more about those features on the pricing page.
Monax offers a subscription model with three tiers: Monax Invest, Monax Pension and Premium - starting from just 1495 DKK per month.
For a full breakdown of our pricing visit our pricing page.
Once you’ve paid and entered your email address you’ll receive an email with your login details. You can upgrade (or downgrade) at any time via the settings tab within the app.
We are focused on creating value for our users.
Once your organisation has paid for access once you wil get up to 4 seats*, depending on your price plan. You can easy add extra seats on demand directly in the app.
Making Monax truly scalable.
*Within your organisation
If you’re logged in and want to change your password it’s simple. Go to your profile, security and change your password in app.
If you’ve forgotten your password, simply click, “I’ve forgotten my password” on the app login page and follow the instructions - we’ll have you back online in no time.
We are data security advocates here at Monax and adhere to GDPR requirements.
You can read more about this in our Privacy center
For Premium tier subscriptions we offer 1-1 on-boarding, for Monax Invest and Monax Pension tiers we have an online video library showing you how to get the most out of Monax.
If you get really stuck you can contact our customer support via our contact form.
Monax is integrated with renowned financial platform Morningstar, utilising their Morningstar Rating™ system to provide trustworthy risk-adjusted metrics. This forms the cornerstone of our data ecosystem, ensuring high-quality financial information for our users.
We continuously work to ensure that our data is accurate, timely, and valuable for our users' financial analysis and decision-making processes.
Monax is currently designed for financial and investment advisors based in Denmark, and has a focus on Danish investment funds.
Watch this space for expanded market offerings or get in touch with us if you’re interested in implementing Monax outside of Denmark.
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
