For Professionals
All of your clients’ finances at a glance
Monarch for Professionals allows you to collaborate directly with your clients on their cash flow and budgeting to guide them on their financial journeys.
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Monarch Money is the most effective tool I use in helping my clients feel confident with their finances. Monarch is a no-brainer solution for understanding client spending, behavior, and values. It's a flexible tool, easy to use, and the reporting capabilities allow me to have better conversations with clients around their finances.
Taylor Westergard
CFP®, AFC®
One of the largest drivers of the success of a financial plan is the annual expense amount a client will face in their non-working years. Many times clients simply guess what they *actually* spend in a year and planners take them at their word. Monarch Money [helps] lead to more accurate financial plans if used properly.
Sean Gates
CFP®, EA, Carry.com
Monarch enables us to provide a beautiful financial dashboard experience for our clients that tracks their net worth, cash flow and progress towards their goals. The account linking is super dependable, which means my team can stay current on balances and keep our calculations up to date without having to ask for updates from our clients. Monarch helps our clients really understand their spending, which has enables us to do more accurate planning for their future.
Natalie Taylor
CFP®, BFA®, The Goodland Group
How it works
Step 1
Invite your client to Monarch. Sponsor them or have them cover the cost.
Step 2
Have your client sign up and connect their accounts.
Step 3
Get real-time visibility to their accounts to better understand their cash flow, net worth, establish a budget, and more.
Step 4
Easily switch between clients on your Professionals dashboard.
Pricing
Signing up for a Professionals account is free, then $14.99 per month for each sponsored client.
Sign up
FAQs
Click on any sign up button on this page and you’ll be able to sign up as a professional. Set up just takes a few minutes and you can start inviting your clients right away.
You won’t be charged a fee until you sponsor a client. Feel free to sign up so you can start to explore the Professional client portal without any charge at this time. When you choose to sponsor a client in the future, you will be charged $14.99 a month for each client.
Yes. Users with an existing Monarch account can apply your sponsor code and have you sponsor their account. They will not be refunded for any subscription fees which they have already paid, but once they apply your code they will stop being charged in the future.
Yes! Monarch is proudly SOC2 certified. This means independent auditors have verified that we meet strict security standards for protecting your client's data.
Read more about our commitment to privacy and security here.