Shyft Score
Directory quality rating
54/100
Quiet
Our take
The verdict on Monax
Limitations
- No free tier
- No MCP/AI agent support yet
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See how Monax fits your stackAbout
What is Monax?
Monax is a cloud-based platform designed for investment and pension advisors to optimize workflows and strengthen client relationships. It offers tools for onboarding, portfolio analysis, and client data management, ensuring efficient communication and compliance with regulations.
Key capabilities
White-label onboarding solution
Email integration and activity management
Portfolio analysis with InvestCheck tool
GDPR compliance with secure data storage
Integrations with PensionsInfo and Pensionspartner
Comprehensive client overview with 360° access
At a glance
Pricing
Monax pricing
Contact Monax for pricing details
Contact sales for pricing details
Pricing and product details are aggregated from publicly available sources, may be outdated or inaccurate, and are not sourced from or endorsed by the vendor. Verify directly with the vendor before relying on this information. Terms
FAQs
Frequently asked questions
Common questions about Monax and its capabilities
Monax offers custom pricing based on your team size and requirements. Contact their sales team for a personalized quote. Many CRM tools in this range offer free trials.
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