Case study / Client implementation / Monarch Wealth
Bespoke to client’s exact needs.
Built with Monarch Wealth to help advisors find funds suited to each client’s needs and goals, without getting lost in a vast fund universe. The research and recommendation rationale become a report the advisor can review and share.
Muuvment Fund Selector · Narrated walkthrough · 6:36
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Muuvment Fund Selector
The right fit. For each client.
With tens of thousands of fund options, finding the right fit takes more than choosing a familiar name. Fund Selector helps advisors focus on the client’s goals.
Find funds suited to the client.
Narrow the search using the client’s needs and your firm’s criteria, so relevant alternatives are easier to assess.
Explain why the fund fits.
Review the evidence and connect the recommendation to the client’s goals.
Give the client the reasoning.
A KYP report develops alongside the research. The advisor reviews, amends and approves it before sharing it with the client.
In the age of AI, you no longer have to fit your problems into someone else’s solution.
The client implementation
Designed with advisors. Connected to their work.
01 / Understand the work
Build with the people who use it.
Monarch’s leadership, technology team and advisors helped shape the search controls, scoring methodologies and report.
02 / Connect the systems
Fit the existing workflow.
The implementation connects fund research to existing sign-on, client information and report handoffs.
03 / Keep human review
Support the advisor’s judgment.
Advisors inspect the evidence, amend the rationale and approve an English or French report before it supports a client recommendation.
In the client’s wordsRichard PyperCEO, Monarch Wealth Corporation
Richard on the Fund Selector engagement and continuing work together, June 2026.
“We could not have bought what Muuvment built for us. The off-the-shelf options ran three to ten times the cost, and none of them would have been so tightly integrated into our workflow or met our exact needs.
In under four months, we are heading into user acceptance testing, and we are now looking at automating other functionality with them to help us scale faster.”
The next workflow / Now building
A smoother start. On your terms.
We are now building a next-generation onboarding and Know Your Client (KYC) tool. It is being built to reduce repeated manual entry, with AI assistance to pre-fill forms from conversations, client profiles and documents for the team to review.
Designed so operations teams can configure their own forms and approval steps, with hosting and integrations tailored to the firm.
