How Does Magnifi Benefit you?

Save time, simplify your workflow and impress clients with real time answers to investment questions, while saving records.

Save Time

Search as you would on Google to find actionable investment results.

Grow

Convert prospects. Help them express a view or replace a position in a matter of seconds.

Better Client Outcomes

Use our personalized algorithm for comparison shopping.

Magnifi can help you:

  • Personalize our proprietary comparison calculator for fund selection.
  • Customize the universe of funds or link it to a pre-approved list of funds.
  • Read in client or prospect portfolios and suggest real time enhancements.
  • Evaluate tweaks to model portfolios with simple language based queries.
  • Document fund selection for fiduciary and compliance needs.

Send an email to advisors@magnifi.com to schedule a personalized demo.

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