September 2, 2021
Many firms have difficulty creating unique investment strategies even at adequately sized companies. These problems get amplified the smaller the firm is. Historically these companies are stuck between replicating larger funds and hiring costly analysts to build custom portfolios, but Magnifi allows investors to build tailored portfolios without additional staff. By using modern artificial intelligence techniques, Magnifi can bring portfolio creation in-house. They can hone in on client's preferences and investing needs simultaneously to offer the same experience a larger team can, all the while increasing margins by minimizing the staff necessary to do so.
Magnifi Pro empowers financial advisors to show clients and prospects high-impact modifications to their portfolios. Use our natural-language powered platform to find optimizations across fees, risk, returns, or other key factors.
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