Manage client assets in a cost-effective way with Monument Advisor’s Low-Cost Fund Platform.
Designed to be an ideal vehicle to gain exposure to low-cost funds, Monument Advisor allows you to move your clients’ assets in and out of a variety of funds without paying per-transaction fees. Through our Low-Cost Fund Platform, gain unlimited trading1 access to low-cost options2 from highly regarded fund families such as:
- Vanguard
- Dimensional Fund Advisors
- DoubleLine
With the same advisory focus, we’ve created an industry-leading customer experience through value-add services such as:
- Technology Integration – Our partners cover 98% of advisor technologies including Orion, Envestnet, eMoney and more.
- Account Management Platform – Build models according to your strategies and manage them easily with minimal clicks.
- Concierge Service – Here to help simplify the process of opening an account, our team is in the business of saving you time.
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We’re all about integration.
Offering a broad range of data feed and tech partner integrations with today’s most popular platforms, we make working with us easy. Get a glimpse of our tech stack.
The more fund options, the merrier.
With the industry’s largest line-up of funds, Monument Advisor can seamlessly align with your clients’ investment goals, strategies and investment styles.