Average Ratings 3 Ratings

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Average Ratings 0 Ratings

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Description

Whether you require intricate wealth management or assistance with retirement planning, our services are designed to support your financial journey. We offer a range of benefits, including zero account fees, commission-free trades, and no minimum requirements for account openings, allowing your investments to stretch further. You’ll have access to user-friendly tools and the latest insights from our expert team. Understanding your current financial position is essential. Utilize our assessment tool to gauge your retirement readiness and identify areas for improvement. Our affordable robo-advisory services provide professional investment management, catering to both digital-only investments and hybrid options that include advisor access when necessary. You'll have a dedicated advisor working alongside you, providing tailored recommendations aimed at enhancing and safeguarding your wealth. Additionally, subscribe to our weekly newsletter to receive expert commentary on financial markets, investment strategies, and personal finance tips that can empower your financial decisions. Overall, we are committed to helping you navigate the complexities of your financial future with confidence.

Description

You can now effortlessly invest in cutting-edge technology through seven newly introduced Magnifi Managed Portfolios. Esteemed figures from Wall Street and leading financial experts provide valuable perspectives on current trends featured on Magnifi as well as broader market developments. Utilize the world's first marketplace for finance, powered by semantic search, to find, compare, and invest wisely. With Magnifi, intelligent investing is conveniently at your fingertips. The introduction of these seven innovative portfolios allows users to explore investment opportunities directly. These managed portfolios are constructed around Morningstar indexes and employ thematic strategies aimed at harnessing exposure to specific innovation sectors that are transforming our world. Individual investors now have the opportunity to engage with thematic strategies and benefit from portfolio rebalancing oversight in areas like big data, robotics, fintech, health tech, and more, all without needing an ETF or mutual fund. Each managed portfolio is designed to closely follow a Morningstar Index, focusing on delivering a high level of thematic consistency and purity for investors. This innovative approach offers a fresh avenue for individuals to align their investments with the future of technology and innovation.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Akoya Yes 
CFO Silvia Yes 
Caddi Yes 
Crypto Backoffice Yes 
Diversiview Yes 
Fintech Sandbox Yes 
FirstClose Yes 
Medved Trader Yes 
Morningstar No 
Nitrogen Yes 
Option Alpha Yes 
PortfolioPilot Yes 
PremiumGuardHQ Yes 
ProTracker RMD Yes 
Provisian Yes 
RightCapital Yes 
Riskalyze Yes 
Surmount AI Yes 
The Dividend Tracker Yes 
VISE Yes 

Integrations

Akoya No 
CFO Silvia No 
Caddi No 
Crypto Backoffice No 
Diversiview No 
Fintech Sandbox No 
FirstClose No 
Medved Trader No 
Morningstar Yes 
Nitrogen No 
Option Alpha No 
PortfolioPilot No 
PremiumGuardHQ No 
ProTracker RMD No 
Provisian No 
RightCapital No 
Riskalyze No 
Surmount AI No 
The Dividend Tracker No 
VISE No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Fidelity Investments

Founded

1946

Country

United States

Website

www.fidelity.com

Vendor Details

Company Name

Magnifi

Country

United States

Website

magnifi.com

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