Regain Control Of Your Clients’ Investment Strategy. Use Magnifi to Create The Personalized Portfolios Your Clients Need and Want!

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. 

Schedule a demo of Magnifi today to unlock a 7-day FREE trial.

How Magnifi Pro Can Help Your Firm Win

Fire Your Underperforming TAMP

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. 

Bring your investment strategy in-house without any new hires

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.

Drive more flows and AUM by capturing more share of wallet

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 Of Magnifi's AI

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 Integrations With 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

Ready to see how Magnifi can drive growth for your firm?