We believe that when
advisors align the world’s
investments with each
investor’s Risk Number®,
anyone can invest fearlessly.

Demonstrate value to your clients by providing a premium online experience.

Magnify provides the first UMA/SMA platform providing advisors access to investment strategies include:

Long Only

Long/Short
Equity

Market Neutral

Short Only

Options Based

Direct Indexes

Convert prospects into clients and collaborate using our advanced financial planning experience.

Magnify delivers a CRM software that has helped financial advisors deepen client relationships and run better businesses

Customer Relationship management is the strongest and the most efficient approach in maintaining and creating relationships with customers.