Monty | Manage Investment Risks

Asset Allocation

Understand drivers of long-term returns

Use Monty's model builder to understand asset allocation risk. Ensure clients are invested in suitable asset allocations relative to risk profile. Lastly, ensure clients' asset allocations are appropriate for the return they require (goal risk).

Simulation

Identify uncertainty of returns

Plan ahead by understanding sequence of returns risk, inflation risk and market risk (volatility).

Why use Monty?

Monty identifies key plan risks for your clients' investment plans.

Asset Allocation

Identify appropriate asset allocations for your clients.

Risk Profile Suitability

Identify if asset allocations are appropriate for risk profile.

Goal Risk

Understand the return required to reach client goals

Inflation Risk

Examine an investment portfolio in both real and nominal terms.

Sequence Risk

Returns are not linear and are uncertain. Use Monty to understand sequence of returns risk.

Market Risk

Measure investment portfolio volatility or market risk.

Simple and Transparent Pricing

Choose between our mapping, simulate and enterprise plans.

Mapping

R360 ex

per user per month

Best for Model Building only

✅ Model Builder
✅ Model Mapping
✅ PDF export
❌ Simulation Pro
❌ Integrations
❌ White Label
✅ Email support
❌ Priority Support

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Simulate

R600 ex

per user per month

Best for teams of 1 to 3 people

✅ Model Builder
✅ Model Mapping
✅ PDF export
❌ Simulation Pro
❌ Integrations
❌ White Label
✅ Email support
❌ Priority Support

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Enterprise

POA

Annual Plan

Best value for larger teams

✅ Model Builder
✅ Model Mapping
✅ PDF export
✅ Simulation Pro
✅ Integrations
✅ White Label
✅ Email support
✅ Priority Support

Start My Trial