Monstro: Financial Guidance

Monstro is your independent guide to building and protecting your wealth. With Monstro, you can confidently manage your financial, legal and tax life, to grow your net worth.


Securely connect your bank accounts, investments, loans, insurance, taxes, estate planning, and more, then receive personalized money guidance to reach your financial goals. Monstro uses secure data tokenization, widely adopted by Fortune 500 companies for compliance with PCI DSS, the standard for handling sensitive information

Real-time insights enable you to:


• Manage and save money
• Grow your wealth
• Minimize risks to your financial health
• Lower your taxes
• Save time
• Deepen your understanding of the financial market
• Hold your financial advisors accountable


In this version, you’ll receive select investment insights, suggestions about insurance coverage, estate matters, and other key wealth areas.


MONITOR INVESTMENT PERFORMANCE
• Securely connect bank and investment accounts and discover if they’re earning a return comparable to peers
• Find out if investments are properly diversified
• Minimize investment costs. Monstro identifies excessive fees and expenses


DO YOUR ESTATE PLANNING
• Monstro identifies gaps in your legal documents that protect your children, family and assets, such as wills, trusts, guardianship and health care proxies

INCREASE YOUR FINANCIAL LITERACY
• Guidance on life, home, auto other insurance
• Suggestions about emergency funds, budget planning

Disclosures

GLBA: https://app.monstro.com/glba-notice
T&C: https://app.monstro.com/terms-of-use
Privacy policy: ​​https://app.monstro.com/privacy_policy