Solutions for Advisors
Solutions for Advisors

Give your clients access to great financial tools

You'll get joint access to Monarch's suite of tools for you and your clients. Cover the cost as part of your services.

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.

Net worth tracking with Monarch on web
Sync client accounts
Securely sync all of your client's financial 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.

Give your clients access to great financial tools

You'll get joint access to Monarch's suite of tools for you and your clients. Cover the cost as part of your services.