For investment firms, a robust client list means success in many ways. Your firm has put in the work, stood by its commitment to diligently managing client portfolios, and continually prioritizes helping clients achieve their investment goals no matter the market. 

But, if you don’t have the right tools to soundly build, continuously monitor, and agilely adjust every client portfolio, they can start to unravel like a ball of yarn, in a messy and unpredictable way. 

With every bump of the markets, advisors should be committed to optimizing and re-optimizing client portfolios as necessary, which can be an overwhelming task in today’s economy without the right technology. 


As we eagerly head into a new year, now is the time to ask yourself: Is your firm doing everything possible to help your clients be successful? What could the most advanced investment AI tool do to complement your work, boost your client portfolios, and help your clients see measurable growth and success? 

Magnifi’s investment platform helps advisors to navigate the markets and optimize portfolios like never before. Magnifi’s tools help advisors to: 

  •       discover funds
  •       compare and rank funds according to specific factors
  •       strategically build client portfolios
  •       enhance existing portfolios by finding alternative investments that achieve specific adjustments such as fee reduction, risk reduction, or higher returns
  •       adjust client positions promptly and effectively as necessary. 

The platform’s natural language capabilities make it easy-to-use. Even more, its AI power delivers crucial data clearly and concisely, giving financial advisors an advantage like never before. 

Magnifi’s tools are ideal for advisors working with client portfolios at every stage— whether your firm is building new portfolios from scratch, improving existing portfolios on a routine basis, or adjusting portfolios to limit exposure as needed. 

The Magnifi platform gives advisors the tools to make every client portfolio better, especially in today’s unpredictable market. If you haven’t demo-ed Magnifi’s investment platform, there has never been a better time to try it.