Connected Ecosystem

Integrations that empower your platform

Connect Magnet Customer with the tools your office already uses. Native integration with BTG Pactual and XP and Safra data import.

Native Financial Integrations

Position, AUM and client data synced automatically.

BTG Pactual

50+ APIs integrated

Over 50 natively integrated APIs. Positions, AUM growth, redemptions, products and client data automatically synced with your platform.

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XP Investimentos

Client data, positions and transactions from XP imported via file. Complete portfolio visibility without leaving the platform.

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Safra

Client data and Safra positions imported via file into the platform. Unified portfolio view for advisors linked to Safra.

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More integrations

Productivity and communication connected to your platform.

GOO

Google Workspace

Productivity

M365

Microsoft 365

Productivity

WAP

Communication

ZOM

Zoom

Communication

SLK

Slack

Communication

Pipedrive

CRM

Piperun

CRM

Exact Sales

Pre-sales

RD Station

Marketing

ClickSign

Digital signature

Webhooks

Automation

Integrate with the Magnet Customer API

Full RESTful API to integrate your systems with Magnet Customer. Request access to the documentation and start building.

Request documentation access

Don't have a team to integrate?

Hire our development team. We handle the entire integration for you, from planning to delivery.

Your operation deserves an infrastructure that matches the wealth you manage.

500+ advisors already operate on the most complete Investment Relationship Infrastructure in the financial market.

Integrations that empower your platform

Native Financial Integrations

BTG Pactual

XP Investimentos

Safra

More integrations

Google Workspace

Microsoft 365

WhatsApp

Zoom

Slack

Pipedrive

Piperun

Exact Sales

RD Station

ClickSign

Webhooks

Integrate with the Magnet Customer API

Don't have a team to integrate?

Your operation deserves an infrastructure that matches the wealth you manage.