Great news… your firm has landed new clients and is growing fast. The papers are signed, the money is in place, and now, all that you need to do is seamlessly deliver flawless, individualized portfolios for each of them that can weather the current tumultuous economy. No problem, right? If you have the right technology, it’s no problem at all.
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Even for the most experienced financial manager, building portfolios from scratch for new clients can be daunting. There are a myriad of factors to weigh and a wide range of investments to carefully consider and match to each client’s goals. Even though you understand your clients’ tolerance for risk, investment interests, and so forth, delivering the best portfolio quickly in this market can be tricky— especially when managing portfolios for diverse client needs.
That’s where Magnifi comes in. Magnifi leverages the power of natural language search to help financial advisors build portfolios from scratch or by selecting and adjusting an expertly designed model. After choosing the appropriate portfolio model as a template, the advisor can then add or limit exposure to specific securities or investment themes more broadly.
Magnifi’s investment themes are based on extensive research and are adjusted as the market fluctuates. Even better, Maginfi’s natural language capabilities enable recognition of all relevant user queries with the platform’s advanced AI technology. This makes your job easier, and the potential of making your clients’ portfolio performance even better.
Magnifi’s portfolio builder is also a solution for advisors whose current client management software isn’t effectively delivering the best results for their clients. Magnifi makes it easy to transition multiple clients to the new platform and even easier to manage those portfolios.
Watch how you can build client portfolios fast using the power of natural language.
Magnifi is changing the way we shop for investments, with the world’s first semantic search engine for finance that helps users discover, compare and buy investment products such as ETFs, mutual funds and stocks. Try it for yourself today.
This blog is sponsored by Magnifi. 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.
