Did you give away too much control of your client’s investments to an asset management platform? Are they giving you and hundreds of other advisors the same generic portfolios? Don’t settle, empower your firm for growth with Magnifi’s AI-powered investment management platform.

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How Magnifi Pro Can Help Your Firm Win

Fire Your Underperforming TAMP

Bring your investment strategy in-house without any new hires

Drive more flows and AUM by capturing more share of wallet

Stop relying on generic outsourced models and loss of control. Build and propose investments to your firm’s unique perspective and drive more added value to your service.

Magnifi’s advanced AI allows you to build, manage, update client investments in a fraction of the time. It is like hiring a top-notch portfolio manager to scale your business for a fraction of the cost.

Craft hyper-personalized recommendations showcasing valuable customizations in minutes. This keeps your clients’ funds with you and not in a separate, outside shadow account.

The Industry Is Taking Notice

Magnifi’s advanced investment intelligence and AI is changing the way wealth managers interact with client portfolios. It is no surprise Magnifi was one of only a few platforms to be nominated for multiple WealthManagement.com 2021 Industry Awards: “Best AI Technology” and “Best Portfolio Analytics Tool”.

Seamless IntegrationsWith Leading Custodians

With our custodian integrations, Magnifi is the fastest portfolio enhancement platform for advisors who custody with Schwab or TD Ameritrade. Use our advanced investment intelligence to streamline how your firm uploads, manages, and optimizes client accounts.

What Our Clients Are Saying

”Magnifi helps us optimize our portfolio models for our clients to deliver them unparalleled value. In addition to the smart-language search capabilities, Magnifi has created an intuitive interface where new and existing client portfolios can be compared against our internal models in seconds.“

Derek Scarth
– Managing Partner at Ratio Wealth Group

“Magnifi is the investment analytic software that you always wish existed, but actually does! Imagine on one dashboard the ability to evaluate your current portfolio ingredients, all while easily checking them against the next best option. You can evaluate investment options using a screening system that is designed using your favorite investment attributes weighted toward the recipe of your choice…You must try it. It outpowers competitors and saves me a ton of time.”  

Jeff Burrow 
RIA & President of Sierra Ocean, LLC

Ready To See How Magnifi Can Drive Growth For Your Firm?

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