The Technology Ecosystem for Wealth Advisors

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Your Future

As consumers’ expectations, needs and goals evolve with technology and competition – how will you fare?

Magnify equips advisors with the tools and real-time data necessary to successfully propel themselves into the future, grow their portfolios and cultivate valuable relationships.

The ECOSYSTEM

Why Magnify?

  • Gain precise understanding of client risk tolerance
  • An easy, guided transition that doesn’t jeopardize client relationships
  • Tools and dashboard accessible with a single sign on (SSO) for easy organization, less administrative headache & streamlined workflows
  • Enhanced visibility to empower you to make quick, accurate decisions – wherever you are
  • Access to all available investment options, including more than 400 institutional money managers, and socially responsible alternatives to satisfy client’s personal beliefs and preferences.

DOWNLOAD THE DETAILS

Dig into the tools, design and approach that’s empowering advisors to elevate the client experience and enhance client satisfaction.


ARE WE A GOOD FIT?

Whether you’re a growth-minded advisor or planning to retire, see how easy it is to transition to Magnify by BridgeLight.

Ask about our succession planning to continue to realize a return on your lifelong Investment & leave your clients in good hands.