At Monax we offer a lightweight, cloud-based CRM designed for financial advisors. Our platform speeds up client onboarding, centralises your customer data and helps you manage your clients day to day.
Our built-in sales feature, InvestCheck, enables you to quickly and convincingly demonstrate portfolio improvements to your clients. This powerful combination of data and presentation tools empowers you to provide the best financial advice possible.
Our integration with PensionsInfo allows Pension advisors to send personalised onboarding emails to their clients and allow them to easily access, and upload their pension information - all with a few clicks of a button.
If you want to spend less time on administrative work and more time delivering personalised, high-quality financial advice to your clients - Choose Monax.
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Monax isn’t just another CRM. We stand out by offering:
Effektiv rådgivning starter her.
We see the day-to-day impact Monax has for our clients.
• Time savings and efficiency
• Enhanced client management across your entire organisation
• Data-driven insights
• Reduces meeting preparation times
• Reduces costs
Struggling to find more hours in your day? Monax helps independent financial advisors streamline their workflow and save valuable time, allowing you to focus on what matters most - your clients.
Join other professional financial advisors who have boosted their efficiency and enhanced their client relationships with Monax.
Monax replaces CRM systems not built specifically for financial advisors - at a great price.
Included in our subscription is our powerful sales tool, InvestCheck, powered by Morningstar data and our financial data onboarding system where you can request the data you need directly from your clients quickly and with no additional costs.
Monax allows you to quickly recreate your client's current portfolio and easily compare them to model portfolios you've created to showcase how your financial advice can not only save them money, but help their investments grow.
Our built-in sales feature, InvestCheck, enables you to quickly and convincingly demonstrate portfolio improvements to your clients. This powerful combination of data and presentation tools empowers you to provide the best financial advice possible.
Available on all plans.
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With PensionCheck you can send your clients an onboarding flow that easily allows them to gather their pension data and upload it into Monax - so you can quickly get access to the data you need.
Available on all plans.
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MiFID Risk analysis tests evaluate an investor's risk tolerance.
Send these tests directly to your clients right from the app so you can align their responses with your financial advice.
Monax allows you to easily create your own MiFID risk analysis test, for company-wide use, where you can create your own questions, weightings and and visualise the results.
Watch our quick video guide to all things Monax - where we walk you through key features (Danish Audio Only).
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
