Solution introduction

Magnifi is the world’s first semantic investment platform for finance

It helps financial advisors, portfolio managers, and everyday investors find, compare and act on investment options. In an era with thousands of ETFs, mutual funds, stocks, and model portfolios to choose from, Magnifi demystifies and simplifies investing, providing insights and information that save time and help investors make smarter decisions.

Magnifi is a platform that is changing how you shop for investments.
The world of investments has tens of thousands of choices; and the language used to interact with this crowded world is tickers, screens and filters. All this makes investing rather complicated.

Magnifi was built so users – whether they are consumers, financial advisors or portfolio managers – can easily discover investments using natural language. Our proprietary technology was built on the foundation of semantics (interpreting meaning not just matching), making it easy to for both the amateur and the seasoned investor.

For some new shoppers, Magnifi will demystify the world of investments. For others more experienced such as wealth and portfolio managers, it will free up precious time with faster discovery. For all users, Magnifi will help with smarter decisions.

Search
Simply type what you are looking for. This could be a feature that matters to you (e.g. inexpensive funds) or a region you are excited about (e.g. asia no china) or a theme you believe in (robotics funds) or something that reflects who you are (promote gender diversity). Mix and match. Go ahead, find that right missing piece for your portfolio.

Analyze
Once you initiate your search, you will discover the most relevant funds from the thousands of funds out there. Select the funds most interesting to you and open the shopping cart to learn more. Use the comparison calculator (patent pending) to personalize your preferences and identify the best fund for you. Then, on the combine section, analyze the implications of how much to buy.

Trade
Ready? Once you have discovered and selected the funds you want to buy, simply place an order. This is seamless once you have registered your preferred online broker. We will send the order on your behalf to them – no need to login separately. And no, we don’t charge any additional fees.

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