Magnifi Basic

Register to start personalizing your queries with Magnifi

FREE

  • Discover, analyze and compare investments across thousands of ETFs and Mutual Funds.
  • Act on investment ideas by trading and buying funds with many top brokers.
Sign Up

Magnifi Pro

Modernize investment discovery, proposal generation, and client engagement with Magnifi's natural language and investment intelligence capabilities.

$250/mo

  • Selector Compare funds, SMAs, and models based on customizable portfolio attributes using Magnifi’s patented fund Selector. See the impact of adding new holdings into your portfolio, or download the data to excel.
  • Client Proposals White-label ready proposals document and communicate investment strategies to clients. Use the proposals to store your due diligence for Reg BI, Suitability, and other firm requirements.
Sign Up

Magnifi Pro +

In addition to all the features of Magnifi Pro, unlock the full power of Magnifi to manage models, portfolios, and client accounts all in one place.

$500/mo

  • Builder Magnifi's Builder capability helps construct better portfolios via existing models or from scratch and test changes, add thematic tilts, and more.
  • Enhancer Produce instant value by showing clients and prospects enhancements to their portfolios. Generate actionable proposals with clear adjustments to meet individual investment objectives.
  • Client Portal Look across all your client accounts in seconds. Use plain-English search to find specific holdings and allocations within accounts, to adjust exposures quickly.
Sign Up

Magnifi Basic

Register to start personalizing your queries with Magnifi

FREE

  • Discover, analyze and compare investments across thousands of ETFs and Mutual Funds.
  • Act on investment ideas by trading and buying funds with many top brokers.
Sign Up

Magnifi Pro

Modernize investment discovery, proposal generation, and client engagement with Magnifi's natural language and investment intelligence capabilities.

$250/mo

  • Selector Compare funds, SMAs, and models based on customizable portfolio attributes using Magnifi’s patented fund Selector. See the impact of adding new holdings into your portfolio, or download the data to excel.
  • Client Proposals White-label ready proposals document and communicate investment strategies to clients. Use the proposals to store your due diligence for Reg BI, Suitability, and other firm requirements.
Sign Up

Magnifi Pro +

In addition to all the features of Magnifi Pro, unlock the full power of Magnifi to manage models, portfolios, and client accounts all in one place.

$500/mo

  • Builder Magnifi's Builder capability helps construct better portfolios via existing models or from scratch and test changes, add thematic tilts, and more.
  • Enhancer Produce instant value by showing clients and prospects enhancements to their portfolios. Generate actionable proposals with clear adjustments to meet individual investment objectives.
  • Client Portal Look across all your client accounts in seconds. Use plain-English search to find specific holdings and allocations within accounts, to adjust exposures quickly.
Sign Up