Magnifi.com

Product Infographic captions

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  Find the investments you are looking for in seconds. Magnifi’s advanced language recognition and investment intelligence allow for even the most complex search queries using plain-English. Just ask Magnifi as you would speak to a client. 

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  Magnifi’s data has the ability to go beyond ticker-based ETFs and Mutual Funds.  Compare across 2,200+ ETFs, 7,500+ Mutual Funds, 10,000+ SMAs, and thousands of Model Portfolios and Closed-End Funds.

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  A simple and intuitive UI allows a user to easily compare funds and further sort or filter results based on the comparison criteria that matter most. 

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  Magnifi’s Selector capability allows a user to drop funds into a shopping cart to compare them side-by-side. Use common factors like risk, return, fees, or set-up your own selection criteria like Upside/Downside capture, alpha, and Manager tenure.

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  Quickly generate white-labeled client proposals that clearly outline the fund selection criteria to present to your clients. The proposals also provide documentation to meet Suitability and Reg BI obligations.

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  Selector’s buy features allow users to quickly generate trade lists or transactions with brokers such as Schwab.

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  Using the same language recognition technology, Magnifi’s Enhancer capability allows an advisor to find client account enhancement opportunities based on custom search queries or from a list of the most common enhancements. 

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  Enhancements can be performed at both the individual fund level or using your own model portfolios. The Enhancer tool will show the existing positions against the funds or models with the greatest overlap while also meeting the search criteria. 

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  Quickly generate a white-labeled client proposal directly from Enhancer.  This empowers an advisor to quickly evidence the impact of proposed alternatives and to maintain documentation to meet compliance standards.