SOURCE: Monarch Wealth Corporation

Live a Rich Life

SOURCE: Fundserv Inc.

July 04, 2016 05:00 ET

Monarch Wealth Corporation -- The First MFDA Dealer to Offer Electronic Onboarding & Fully Integrated Advisor Console

Game Changing End-to-End Digital Platform Solution, Improves Advisor Productivity and Offers a Better Client Experience

TORONTO, ON--(Marketwired - July 04, 2016) - Monarch Wealth Corporation (Monarch) is pleased to announce the launch of its industry leading digital platform. Leveraging Fundserv's eDOCS solution, this end-to-end digital platform seamlessly links the entire process from planning to account opening in an electronic environment. The fully digital advisor console ties directly into Fundserv Inc. (Fundserv).

Monarch's platform offers a myriad of benefits to advisors and clients. The fully digital platform provides fee-based account management, model portfolio solutions and automated rebalancing and related trades. It provides advisors with single sign on, paperless client onboarding and a contact management system. It also incorporates services such as digital signature capability on any device, on-demand account information, fully integrated planning and analytical tools and electronic delivery of client statements and related regulatory documents.

"Fundserv's eDOCS initiative is an integral part of our digital console for advisors. The eDOCS feature allows advisors to easily and efficiently onboard nominee accounts, reducing paperwork and administration and eliminates not in good order errors, which gives advisors more time to add client value," said Yama Yaqeen, Vice President of Operations and Technology, Monarch.

With time freed up to devote to clients, advisors can provide fee transparency, fee based accounts and focus more time on life stage planning and holistic wealth management with their clients.

"We are very excited to continue helping create new opportunities for the investment management industry that allow our network members to conduct more business efficiently and securely. In partnering with this leading-edge dealer we are proud to be part of Monarch's end-to-end digital solution for its advisors and their clients," said Harry Gundy, Director of Product Management, Fundserv.

About Monarch Wealth Corporation

As a boutique firm Monarch has been supporting extraordinary relationships between investors and advisors for four decades. Monarch's sleek technology platform provides advisors with a seamless interface to manage business complexities, empowering delivery of high quality, independent investment management solutions to investors using a more profitable business model. Its advisors can efficiently provide better advice to more investors with less data entry, less paperwork, no manual rebalancing, and fewer compliance exceptions. Monarch advisors can provide outstanding service and sound, conflict-free wealth management advice for every stage of an investor's life.

About Fundserv Inc.

Fundserv connects the Canadian investment management industry, ensuring every trade is processed timely, accurately and securely. Fundserv's goal is to reduce time, cost and risk while improving the ease of doing business, so that its clients can focus on what matters most to their business. Fundserv delivers reliability, innovation and thought leadership to the investment industry.

Contact Information

  • For further information, please contact:
    J. Glenn Butt, M.Sc., CIM
    Chairman
    (905) 274-8839 x 101
    Email contact


    For further information, please contact:
    Chris Pacheco
    Marketing Manager
    (416) 350-7576
    Email contact