One password, one portal to productivity
Monarch’s advisor dashboard takes the frustration out of getting the information you need to do business. With only a single sign-in, you have access to a complete range of expertly-built business tools:
Front office system
Back office system
Client management system (CMS)
Analysis and financial planning tools
Client engagement in an instant
Our system automatically syncs with the back office to let you easily create, review and segment client accounts to help you efficiently manage client relationships and target your marketing and communications. Time-saving features include:
Electronic on-boarding and e-signatures for nominee accounts
Searchable databases and campaign management tools
Embedded calendar and email
Automatic population of client data in forms and tools
Put planning before paperwork
In one location you have access to tools that help you focus on the important things – analyzing client needs and creating sound financial plans. In just a few clicks, create professional reports to start client conversations and support your recommendations:
Life, disability and critical illness needs analysis
Net worth statements
Investor profile questionnaire
Comprehensive financial plan
Nominee Account Structure
Build Your Bench Strength
Monarch’s unique model portfolio platform gives you an exceptional alternative to fund-of-fund and in-house products. Our non-proprietary approach lets you provide genuinely unbiased advice and give clients unfettered access to investments with best-in-class assets and portfolio managers.
Work with your choice of portfolio manager and underlying funds to build unbiased, custom solutions for clients.
Managed portfolios that are built and monitored by carefully vetted, industry-leading third-party portfolio managers. These model portfolios invest directly in institutional funds not normally available to retail investors.
Additional benefits of our model portfolio platform include:
No nominee account fees
Quarterly consolidated statements
Embrace Your 'Inner Miser'
Our structure means you maintain complete autonomy and control over your book. And unlike other dealers, there are no transfer-out fees to move clients.
Stay Ahead of CRM2
Our fee-based model is fully CRM2 compliant. Client meetings shift from a focus on making sales transactions to providing professional, advice-based interactions that solidify your position as a trusted advisor.
Focus on activities that deliver value to clients.
Seamlessly integrate compliance functions into your workflow with easy-to-use electronic client on-boarding process and automated rebalancing tied to each client’s KYC.
Get expert coaching from industry veterans with decades of experience to help overcome obstacles and identify opportunities.