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Investment Management

Magnifi

Magnifi: Investment data and analytics, simplified.

"Magnifi is a powerful investment data and analytics platform designed for financial advisors and investment professionals. It enables users to research, compare, and analyze a wide range of investment options, including stocks, ETFs, and mutual funds, facilitating informed decision-making and portfolio construction."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #42 in Investment Management
Validated Adoption
555 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

AI-powered investment search
Comprehensive fund and stock data
Portfolio analysis tools
ESG ratings and screening
Customizable investment themes

Primary Use Cases

Investment research and due diligence
Portfolio construction and optimization
Client reporting and communication

Agentic Intelligence Briefing

"Magnifi empowers users with AI-driven investment search and analysis to make data-informed investment choices."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive investment data
Advanced analytics capabilities
User-friendly interface

Adoption Hazards

Pricing can be opaque
May have a learning curve for some users

Stack Compatibility Profile

How Magnifi integrates into institutional RIA stacks.

555 Firms Analyzed
Riskalyze Online
98%
Stack Correlation
Nitrogen Wealth
97%
Stack Correlation
Advisor Websites (Responsive)
79%
Stack Correlation
Elements Financial Planning
75%
Stack Correlation
ROL
68%
Stack Correlation
NDEX
68%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Financial advisors, wealth managers, and individual investors
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1YCharts
2Morningstar Direct

Value Proposition

"Empower your investment decisions with Magnifi's robust data and analytics platform, delivering deeper insights and optimized portfolio strategies."

Audit Your RIA Stack

See how Magnifi fits into your overall tech efficiency score.

Alternative Peer Landscapes

Adaptive

Investment Data & Analytics: Powering Smarter Decisions.

Deeper Intel

Amplify

Amplify: Powering Portfolio Management for RIAs.

Deeper Intel

Andes

Andes: Aligning investments with client risk profiles.

Deeper Intel

Apex

Apex: Streamlining Custodial Solutions for Investment Management.

Deeper Intel

Aroa

Investment data and analytics for smarter portfolio decisions.

Deeper Intel

AssetMark

AssetMark: Integrated platform for RIA growth and client success.

Deeper Intel
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