For Professionals

All of your clients’ finances at a glance

Monarch for Professionals allows you to collaborate directly with your clients on their cash flow and budgeting to guide them on their financial journeys.

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Monarch Money is the most effective tool I use in helping my clients feel confident with their finances. Monarch is a no-brainer solution for understanding client spending, behavior, and values. It's a flexible tool, easy to use, and the reporting capabilities allow me to have better conversations with clients around their finances.

Taylor Westergard

CFP®, AFC®

One of the largest drivers of the success of a financial plan is the annual expense amount a client will face in their non-working years. Many times clients simply guess what they *actually* spend in a year and planners take them at their word. Monarch Money [helps] lead to more accurate financial plans if used properly.

Sean Gates

CFP®, EA, Carry.com

Monarch enables us to provide a beautiful financial dashboard experience for our clients that tracks their net worth, cash flow and progress towards their goals. The account linking is super dependable, which means my team can stay current on balances and keep our calculations up to date without having to ask for updates from our clients. Monarch helps our clients really understand their spending, which has enables us to do more accurate planning for their future.

Natalie Taylor

CFP®, BFA®, The Goodland Group

How it works

Step 1

Invite your client to Monarch. Sponsor them or have them cover the cost.

Step 2

Have your client sign up and connect their accounts.

Step 3

Get real-time visibility to their accounts to better understand their cash flow, net worth, establish a budget, and more.

Step 4

Easily switch between clients on your Professionals dashboard.

Pricing

Signing up for a Professionals account is free, then $9 per month for each sponsored client.

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Get in touch

FAQs

Resources

Learn more about Monarch for Professionals

Video

Monarch for Professionals Overview
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Video

Getting Started with Monarch for Professionals
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Make your great advice even better. With Monarch.

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