Monarch Wealth Systems Inc. offers the mutual fund channel access to the industry’s 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 Platform's core service is to provide advisors with cost effective, fee-based, and fully transparent account capability that they can, in turn, provide to clients. Optional services include portfolio modeling and rebalancing as well as professional third-party portfolio manager consulting services (which includes model portfolio monitoring). “Advisor Alpha - Process Powering Advice"
