June 24th, 2021

Technology has augmented investing in a variety of ways in the last decade, but its presence is still growing. One of the most transformative aspects is how technology has ushered in new investors who can select products that align with their interests. However, leaderboards and rewards can have harmful impacts on clients by putting on social pressure. This can alter judgments and lead to bad investments. ‘Gamification’ can go too far and push clients to harm their portfolio, but the right amount of technology still allows clients access to information related to different assets and how they align with their portfolio. Investment technology can nudge clients in the right direction for their portfolios without having perverse incentives. For example, clients might want to better understand what is driving investment selection in their portfolios but maybe should not take over that function.

As a specific example, Magnifi allows advisors to introduce specialized firm model portfolios to clients, allowing the client to better understand the rules governing the investment selection of their portfolios without having to get deep in the weeds.



Magnifi is changing the way we shop for investments, with the world’s first semantic search engine for finance that helps users discover, compare and buy investment products such as ETFs, mutual funds and stocks. As of June 2021, 380,000+ users with $534+ Billion in Assets Under Influence, have used Magnifi over 3,800,000 times. Try it for yourself today.


This blog is sponsored by Magnifi. The information and data are as of the publish date unless otherwise noted and subject to change. This material is provided for informational purposes only and should not be construed as individualized investment advice or an offer or solicitation to buy or sell securities tailored to your needs. This information covers investment and market activity, industry or sector trends, or other broad-based economic or market conditions and should not be construed as investment research or advice. Investors are urged to consult with their financial advisors before buying or selling any securities. Although certain information has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness or fairness. Past performance is no guarantee of future results. This content may not be reproduced or distributed to any person in whole or in part without the prior written consent of Magnifi. [As a technology company, Magnifi provides access to tools and will be compensated for providing such access. Magnifi does not provide brokerage or custody services.]