How it works
Collaborate more effectively with your clients
Sync your client's accounts, track a budget, forecast goals, and so much more. You each get your own login, and a shared view of your client's finances.
Sync client accounts
Securely sync all of your client's bank accounts to pull in their balances and transactions.
Track investment portfolios
Sync your client's holdings from multiple brokers to fully understand their portfolio makeup.
Track their savings rate
Know exactly how much money your client saves each month so you can plan for their financial goals.
All transactions in one place
See all of your client's transactions across all of their accounts in one unified list.
Collaboration built-in
Share access to Monarch with your clients so you're always on the same page.
Export to CSV
Export your client's transaction data to CSV to bring it into your spreadsheets.
"Such an insane game changer. I work very heavily with clients' finances and this is the best thing that could have happened to my business."
Taylor Westergard, CFP®, AFC®