Moontecx Finance: technology with financial judgment
Tools for wealth management, trading and investment decisions: your portfolio, your clients and your reports in one system.
Who it is for
Independent advisors, family offices, financial firms and companies that today keep clients and portfolios in spreadsheets.
What Wealth Navigator includes
ERP
Your firm’s operation organized in one system.
CRM
Your clients and their history in the same place as their portfolio.
App and goals calculator
An app for your clients and a calculator to work on goals with them.
What we have already built
NRx: a site for investing by megatrends. Wealth Tech: the page of a wealth management ERP.
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NRx
FinanceSite for investing in dollars by megatrends.
Visit site — NRx. Opens in a new tab -
Wealth Tech
FinancePage of a wealth management ERP.
Visit site — Wealth Tech. Opens in a new tab
Frequently asked questions
How do we start?
By WhatsApp or form. We set up a meeting to get to know your business and what you are looking for, then we send you a proposal. There you choose whether you prefer to use the product as a service (SaaS) or have your own system.
How much does it cost?
Coming soon. We have not published prices for Finance yet.
Does Moontecx give investment advice?
No. We build the technology advisors and firms use; we do not recommend investments.
Tell us about your firm
Tell us what you need. We set up a meeting to get to know your business, then send you a proposal.