Monarch

What is Monarch?

Monarch is an all-in-one money platform that simplifies financial management by offering a comprehensive set of tools. Users can effectively manage their finances, collaborate with partners or financial advisors at no extra cost, and conveniently access the platform on web, iOS, and Android devices. With Monarch, thousands of families are achieving financial resilience through its modern approach to money management. The platform utilizes AI technology to clean transactions and offers transaction rules for users to predictably update merchant names, categories, tags, notes, and more, ensuring everything stays organized and optimized for financial success.

Who created Monarch?

Monarch was created by Val Agostino, who is the Co-founder and CEO of the company. Monarch is an all-in-one money platform designed to help individuals effectively manage their finances. The platform allows users to collaborate with partners or financial advisors at no extra cost and is accessible on web, iOS, and Android platforms. Monarch's mission is to help people lead richer lives by providing better financial outcomes for all, aiming to build peace of mind, establish healthy financial habits, and help individuals achieve their financial goals.

Who is Monarch for?

• Financial Advisors
• Accountants
• Small Business Owners
• Budget Analysts
• Financial Planners
• Tax consultants
• Family financial educators
• Personal Finance Coaches
• Investment analysts
• Real Estate Agents

How to use Monarch?

To use Monarch effectively, follow these steps:

1. Create an Account: Sign up on the Monarch platform through the provided link to get started with managing your finances efficiently.

2. Data Organization: Monarch utilizes AI to organize your transactions. To enhance control, create transaction rules to update merchant names, categories, tags, notes, and more for better organization.

3. Collaboration: You can collaborate with your partner or financial advisor at no additional cost. This feature allows for seamless financial management with your trusted individuals.

4. Access Across Platforms: Monarch is accessible on the web, iOS, and Android devices. This ensures convenience and flexibility in managing your finances from various devices.

5. Security Measures: Monarch ensures the security of your data using bank-level security protocols. Your login details are not stored, and access to your accounts is limited to read-only, providing peace of mind regarding the safety of your financial information.

6. Search Functionality: Monarch centralizes all your financial data, making it easy to search for specific information quickly. This feature enhances efficiency in finding the exact details you need within your financial records.

By following these steps, you can effectively utilize Monarch to manage your finances with ease and security.