Magnifi
App Details
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Who is it for?
Magnifi can be useful for the following user groups:., Individual investors., Financial advisors., Wealth management professionals
Description
Magnifi is an AI tool designed to assist investors in discovering untapped opportunities across their holdings.Using AI analysis, Magnifi helps users quickly find relevant investments that match their strategy and personality. The tool offers conversational AI guidance, goal planning, investment search, comparison features, whole-portfolio tracking, and access to commission-free brokerage.By subscribing to Magnifi, users gain access to an investing assistant, on-demand data, interactive planning tools, and the ability to link external investing accounts. The tool prioritizes simplicity with a flat-rate subscription model and focuses on guiding users towards making informed investment decisions.
Technical Details
Use Cases
✔️ Find personalized investment opportunities tailored to your strategy and risk profile using Magnifi"s AI analysis and conversational guidance, ensuring your portfolio aligns with your financial goals., ✔️ Track and compare investments across your entire portfolio in real-time with Magnifi"s whole-portfolio tracking feature, enabling you to make data-driven decisions for optimizing your investment mix., ✔️ Utilize Magnifi"s interactive planning tools and on-demand data access to easily create and adjust your investment goals, helping you stay on track towards financial success.
Key Features
✔️ Conversational AI guidance., ✔️ Goal planning., ✔️ Investment search., ✔️ Comparison features., ✔️ Whole-portfolio tracking.
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