Magnifi Pro empowers advisors to show clients and prospects high-impact modifications to their portfolios. Use our natural-language-powered platform to find optimizations across fees, risk, returns, or other key factors.

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How Magnifi Pro Can Help Your Practice

Drive More Flows Into Your Model Portfolios

Upload an existing portfolio and choose your enhancement criteria. Pick the model that drives the best outcomes, and generate white-label ready proposals.

Differentiate Your Practice With Existing Clients

Proactively explore your client’s evolving interests by crafting personalized recommendations aligned with themes or factors that matter to them most.

Beat Industry Conversion Benchmarks With Prospects

Craft hyper-personalized recommendations showcasing valuable enhancements across measures that matter to a prospect in a matter of minutes.

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

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 2021 Industry Awards: “Best AI Technology” and “Best Portfolio Analytics Tool”.

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