Monax Information

Monax is a cloud based SaaS advisory platform and Customer Relationship Management system (CRM) designed specifically for professional financial advisors. We help advisors bridge the gap between raw financial data and actionable insights in order to effectively manage your business by providing useful customer management tools and top tier financial data - All so you can spend your time giving your clients the best financial advice. • Monax gives you access to professional advisory tools for wealth, investments and pension management and more • Monax streamlines GDPR compliance, reducing your regulatory burden and protecting your clients' data. • Monax is integrated with renowned financial platform Morningstar, utilising their Morningstar Rating™ system to provide trustworthy and risk-adjusted metrics. • Monax provides intuitive visualisation tools for clear communication with clients with optional white-label documents. Monax isn’t just another financial data provider - it saves you time.