Why choose Monax

Mand i blåt jakkesæt, der står selvsikkert og repræsenterer professionalisme

What is Monax?

Monax is a cloud based SaaS advisory platform and Customer Relationship Management system (CRM) designed specifically for professional and financial advisors.

We believe that access to high-quality, comprehensive financial data is the cornerstone of informed investment decisions.

Monax helps bridge the gap between raw financial data and actionable insights.

What sets us apart?

Monax isn’t just another financial data provider. We stand out by offering:

Specifically designed CRM system for financial advisors
Real-time data aggregation from 2000+ investment funds - updated daily
Integrated Morningstar Rating™ system, providing trusted, risk-adjusted performance metrics for enhanced reliability
Intuitive visualisation tools for clear communication with clients with white-label documents

Megafon, der forstærker Monax' unikke funktioner

Our impact

We see the day-to-day impact Monax has for our clients.

• Optimised workflows and customer onboarding
• Professional advisory tools for pension and investment management
• Streamlining GDPR compliance and protecting your clients' data
• Customer data collected in one place

Save time - your time.

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.

æggeur ved siden af penge, der repræsenterer at spare tid og penge

penge bliver sat i en sparegris, der repræsenterer sparede penge

Saving you money

Monax gives you access to data from thousands of financial funds and is powered by Morningstar - all at a great price.

You can research and create portfolios within our app, speed up preparation time and data collection, email your clients directly from the app and much more.

Build & optimise client portfolios with InvestCheck

Get access to easy to use financial tools tohelp you create model portfolios, create and optimise client portfolios and view detailed analytics.

Available on all plans.

Skærmbillede af Monax Pensioncheck-appen

Calculate pensions with PensionCheck

With PensionCheck you can upload and check your client’s pension information, create pension calculations and more besides.

Available on Core and Premium plans.