AI for the work behind financial decisions.
For independent dealers, wealth managers, and asset managers improving research, review, reporting, and operations. Start with a specific process, its information, and the people accountable for it.
Improve a workflow. Or explore Fund Selector.
Custom implementation
Bring a recurring operational process and evaluate the case for changing it.
Explore implementationFund Selector
Inspect the bespoke fund-research implementation built with Monarch.
Explore Fund SelectorBuilt with Monarch Wealth.
The fund-research implementation brings firm-defined matching criteria and AI-assisted explanations into one review workflow. As of 9 September 2026, it is in user testing, with a planned rollout audience of 300 users.
Start where information and review meet.
Independent dealers
Fund research, eligibility checks, and rationale preparation. Monarch provides the concrete implementation example.
Wealth operations
Document collection and review-pack preparation, with missing inputs flagged for staff. An illustrative discovery example, not a delivered Muuvment case.
Asset management
Recurring reporting drafts and source reconciliation for an accountable reviewer. An illustrative discovery example, not a delivered Muuvment case.
Agree the work and its boundaries together.
Operations defines the process and baseline. Technology checks integration and data access. Compliance and legal identify applicable requirements. Users test the workflow, while the sponsor decides whether the evidence justifies investment.
Read the Fund Selector buyer brief