Monax is 100% Danish-owned. The multinational team behind our cloud-based SaaS (Software as a Service) solution are all based in Copenhagen, Denmark.
No.
Monax's integrated sales tool - InvestCheck - allows registered financial advisors and investment managers to build their own model portfolios and recommend them to your clients using aggregated real-time investment fund data from Morningstar. Monax facilitates quality advice.
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 tilbyder et abonnementsbaseret prismodel med tre niveauer: Monax Essential, Monax Business og Monax Enterprise – med priser fra kun 1.995 DKK pr. måned.
For a full breakdown of our pricing visit our pricing page.
Once you’ve paid and subscribed you will receive an email with your login details.
You can upgrade, downgrade, add new packages (or Cancel) 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 will get up to 3 seats*, depending on your price plan. You can easily add a few extra seats on demand directly in the app. Once you hit five seats we'd recommend you contact us about our Enterprise package
Monax is scalable for independant financial advisors up to enterprise organisations.
*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 Enterprise tier subscriptions we offer video on-boarding, for Monax Essential and Monax Business tiers we are available via our support email.
If you get really stuck you can contact our customer support via our kontaktformularen på vores hjemmeside.
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.
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
