
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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Monarch Wealth Systems Inc. offers the mutual fund channel access to the industrys first cost-effective fee-based account program along with state-of-the-art model portfolio capability. Our innovative platform is the first of its kind in Canada to offer freedom of choice in portfolio design and underlying fund selection. The Platform is a service solution, rather than a product offering, and is completely free of proprietary product constraints. As a customizable solution, advisors are able to create model portfolios with the mutual funds and third-party portfolio consultant(s) of their choice. The Platforms core service is to provide advisors with cost effective, fee-based,...
Investments,insurance,mutual funds,guaranteed investment certificates,and financial advisors
Monarch wealth systems inc operates in the Financial services industry.
Monarch wealth systems inc's revenue is 11m - 100m
Monarch wealth systems inc has 11 - 50 employees.
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