GAME CHANGING END-TO-END DIGITAL PLATFORM SOLUTION
Monday, July 4, 2016 5:00 AM EDT
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).
Most advisors believe that the greater the percentage of wealthy households in a book, the better. That’s because while the smallest accounts make up 52% of the average advisor’s book, they only make up 9.3% of total revenue, a 2010 study by PriceMetrix finds.