Technology-Led

The Monarch Wealth app allows users to track their investments.

With the Monarch Wealth app, checking your everyday transactions and portfolio is quick and easy so you can get on with your day.

We work hard to protect your confidential information and privacy.

Accessibility for your clients at their fingertips: Your clients can get statements, tax slips, and many other documents directly from our online platform.

Features

  • View your account summary within your different plans
  • View transaction history on any of your accounts
  • View trade details
  • Sign in using Touch ID for quick access