The perfect environment for advisors to successfully manage your client’s financial well-being.
Everything you need to deliver scalable advice with a planning-centric client experience and approach.
The most innovative tools right at your fingertips, whether you’re in the office or on the go.
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:
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.