Tips & Tricks for Advisors:

AI-powered search is transforming how 2,000+ financial advisors navigate the investment marketplace. Here's how you can get the most out of Magnifi.

Tip: Find Funds Faster with AI-Powered Search

Watch as Matt Barley, RICP® shows you how to find and compare funds with Magnifi.


Tip: Upload and Enhance Your Model Portfolios

Watch as Dasha uploads a model portfolio to find and compare replacement funds.


Tip: Create Personalized Investment Proposals

Watch as Dasha uploads a prospect’s portfolio to propose a recommended model.


Go From Prospect to Proposal in Minutes

Win more clients with personalized proposals.

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