Unlock new opportunities with Monte Digital
A platform for Private Banks, Multi- Family Offices and Wealth Managers to Serve Mass Affluent and HNW Clients
With Monte Digital Platform expand your offering to Monaco’s affluent residents- who traditionally do not have access to sophisticated wealth management services.
Who We Are
Our Mission
Enabling high-quality financial services for Monaco’s overlooked affluent population.
Ensuring that our platform is secure, private, and aligned with all regulatory standards.
Building a platform that leverages modern technology to make wealth management efficient, digital, and affordable.
Access a full range of investment products, from traditional asset management to exclusive alternative investments.
Virtual Financial Planner reviews each client's full financial picture to create a high-level plan. This tailored approach provides actionable recommendations across various financial products, including investments, life insurance, mortgages, loans, and credit option.
Custom logos and color scheme
Branded communications
Our robo advisor tool independently assesses each client's investment needs and preferences, offering tailored recommendations from pre-defined model portfolios. This fully automated solution delivers strategic portfolio suggestions without requiring direct involvement from a human advisor.
Portfolio customization
Automated reporting
Risk management tools
Our portfolio building tool empowers financial advisors to create personalized portfolios based on each client’s preferences, including asset classes and geographic allocation. Portfolios are tailored to align with individual risk profiles, ensuring a customized and balanced investment strategy.
Diversification opportunities
Vetted investment options
Risk-adjusted returns
With AutoPilot, clients can select from proven strategies managed by experienced professionals on the Monte Digital platform. Once chosen, the selected strategy is automatically applied to their portfolio, aligning their investments with the chosen strategy.
Compliance automation
Secure data storage
Identity verification
Access to exclusive alternative investments like private equity, real estate, hedge funds, and venture capital. With lower minimums, clients can diversify their portfolios and reach high-potential markets typically limited to larger investors
Real-time data
Performance tracking
Custom branding
24/7 access
We help you explore these unique investments that can be customised to fit your needs when “off the shelf” just won’t do. Structured products can be tailored to a range of investment objectives, from magnifying returns to managing risks.
Custom made
Min issue size
Low credit risk
Explore reliable professional advisors and financial services from our thoughtfully selected partners, ensuring trust and expertise in every recommendation.
Top providers
Careful selection
Latest deals
Operate digitally with minimal overhead and provide clients with a modern, user-friendly experience.
Client Portal and Dashboard
The Client Portal provides a unified view of all financial products, enabling advisor communication, portfolio tracking, and secure document exchange.
See Platform Demo
CRM and task management
Our proprietary CRM and task management system ensures seamless oversight of each client’s journey, keeping advisors organized and proactive throughout every step of the pipeline.
Booking System
Our integrated booking system streamlines all client-advisor interactions, managing scheduling and communication activities for a seamless experience.
Compliance and Risk
Our compliance and risk control system records all client communications, automatically analyzing them with AI-powered tools to ensure regulatory compliance and risk management
See Platform Demo
Why Monte Digital
With Monte Digital, you can reach a new demographic with tailored services, advanced financial products, and seamless digital access, ensuring a high-quality experience for clients traditionally underserved by major private banks.
Efficient Client Onboarding
Streamlined digital onboarding makes it easy to add new clients and provide them with an immediate, high-quality experience.
Lower Operational Costs:
Fully digital platform minimizes the need for physical infrastructure, reducing overhead costs.
Enhanced Client Satisfaction
Provide a modern, transparent, and accessible financial service that meets the needs of Monaco’s affluent residents.
Discover new horizons
of client growth.
Direct contacts
Address
6, Avenue Albert II, Zone F, entrée B, 8 ème étage, 98000, Monaco