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.
- 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.