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Monax

Monax

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Category
Business Description
Monax is a cloud based SaaS financial advisory platform and customer relationship management system designed specifically for professional investment and pensions advisors.
Long Business Description

Monax is a fully Danish-owned cloud-based platform that combines advisory tools and customer relationship management (CRM) functionalities, specifically tailored for professional financial advisors. It goes beyond traditional financial data provision by aggregating real-time investment fund data and offering useful CRM tools. This integrated platform enables registered financial professionals, including pension advisors and investment managers, to deliver expert advice to their clientele efficiently, and maintain records of their customer data all in one place.

Based in
Copenhagen
Tags
fintech, crm, finance, investment
Total Funding
No funding announced yet
Founded
2019
Website
https://monax.dk/
Company Status
Active

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