The relationship infrastructure behind your office.
Magnet Customer is Brazil's first Investment Relationship Infrastructure (IRM). Financial data, interaction history and portfolio intelligence united in a single technology foundation — built for asset managers, offices and advisors who manage real wealth.
The infrastructure powering R$ 29Bi in assets
Sales tools are not financial infrastructure.
Generic systems were built to sell products. The financial market demands a technology foundation that understands wealth, compliance and the investor lifecycle.
Investor ≠ Lead
Generic tools treat a $1M investor like an e-commerce lead. No portfolio context, suitability, or wealth history.
Data in silos
Positions at BTG, acquisitions in spreadsheets, communication on personal WhatsApp. Your operation lives fragmented.
Zero financial intelligence
NNM (Net New Money), AuC (Assets under Custody), retention rate — metrics that define your business simply don't exist in generic tools.
Compliance as an add-on
Suitability and AML treated as optional features, not as a foundation. The regulatory risk is real.
IRM: Investor Relationship Management
A new category that unites CRM, financial data, and portfolio intelligence in a single platform.
Everything your operation needs. In one place.
Integrated modules that talk to each other, eliminating data silos and rework.
Who you are defines how you use it
Features and communication adapted to your role in the financial market.
Put the right infrastructure behind your operation.
Choose the right path for the size of your operation.