FINSUM + Magnifi: How Advisors Compete in the Era of AI Powered Advice

September 23, 2021

With Magnifi, financial advisors can edge out their competition and grow assets under management. Artificial intelligence and machine learning have already revolutionized your personal lives, and now they can provide the same advances for your professional careers. Semantic search enables advisors to quickly discover, compare, and analyze thousands of funds. Additionally, advisors can utilize Magnifi’s portfolio construction tools and personalization features so each client can get a unique experience that suits their investment needs. Ditch your legacy systems and bring your investment research and portfolio design into the era of AI powered advice.


Why have 750+ Financial Advisors signed up for Magnifi?

Magnifi enables advisors to easily discover high-impact portfolio optimizations to win new clients and deepen existing relationships. With Magnifi, you can supercharge investment management workflows with artificial intelligence and natural-language search capabilities. Quickly optimize portfolios across fees, risk, return, and other key factors.

Learn more or schedule a demo now.


This blog is sponsored by Magnifi for Advisors. The information and data are as of the publish date unless otherwise noted and subject to change. This material is provided for informational purposes only and should not be construed as individualized investment advice or an offer or solicitation to buy or sell securities tailored to your needs. This information covers investment and market activity, industry or sector trends, or other broad-based economic or market conditions and should not be construed as investment research or advice. Investors are urged to consult with their financial advisors before buying or selling any securities. Although certain information has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness or fairness. Past performance is no guarantee of future results. This content may not be reproduced or distributed to any person in whole or in part without the prior written consent of Magnifi. [As a technology company, Magnifi provides access to tools and will be compensated for providing such access. Magnifi does not provide brokerage or custody services.]

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