MagnetCustomer
Magnet Customer Marketplace

The best distribution vehicle for your financial assets

Connect your products to 100+ offices and 500+ qualified advisors with matching intelligence, native compliance, and distribution analytics.

I want to distribute my products
103+
Offices
$29Bi
AUM
65K+
Investors
500+
Advisors

The 5 ecosystem actors

The Marketplace connects all participants in the financial product distribution chain.

Asset Manager

Supply

Registers products, sets commissions, monitors distribution, and tracks performance.

Office

Distribution

Accepts terms, views product shelf, configures distribution policies.

Advisor

Operations

Receives MAG Agent suggestions, analyzes suitability, recommends products to investors.

Investor

Demand

Transparency, approval, and tracking of received recommendations.

Broker

Data

BTG/XP/Safra provide custody data, positions, and transactions.

Decision Pipeline

From the relationship with the investor to the decision record — 5 steps that transform data into action.

1

Relationship

Interface

IRM, WhatsApp, Email, Voice — all channels centralized.

2

Financial Context

Data

Portfolio, positions, and BTG/XP/Safra history synced.

3

Structured Decision

Intelligence

AI + Suitability + MAG Agent for contextual recommendation.

4

Transaction

Marketplace

The right product for the right investor, via marketplace.

5

Memory & Learning

Decision Memory

Rationale, context, and outcome recorded. Intelligence stays.

Proprietary IP

Decision Memory

Intelligence that stays. Each decision is recorded with its rationale, context, outcome, and learning.

When the advisor changes, the intelligence stays. The office retains the history of decisions, patterns, and insights accumulated over time.

Rationale

Why this recommendation was made

Context

Profile, portfolio, and investor timing

Outcome

What happened after the decision

Learning

Insights for future decisions

MAG Agent — Contextual AI

Recommendations based on data, not intuition.

Input

Risk profile + current portfolio + investor goals

Processing

AI analyzes context, suitability, and marketplace opportunities

Output

Next Best Action — contextualized recommendation for the advisor

In development — launching H1 2026

Suitability Engine — 3 Layers

CVM-auditable compliance in every recommendation.

1

Asset Manager Rules

Asset manager defines product rules: target profile, minimum investment, restrictions.

2

Automatic Matching

Platform calculates automatic compatibility between product and investor profile.

3

Advisor Decision

Advisor decides based on data and records in Decision Memory. Auditable compliance.

Magnet Customer Seal

Products verified and audited by the platform.

Registration
Automatic Validation
Human Review
Seal

Standard

Verified product and complete documentation

Premium

Audited track record and validated compliance

Gold

Full audit, human review, and seal of excellence

For Asset Managers — Value Proposition

Everything you need to distribute your products with intelligence.

Efficient distribution

Direct access to 100+ offices and 500+ qualified advisors.

Distribution analytics

Distributed AUM, acquisition per office, and real-time performance.

Incentive campaigns

Segmented campaigns for advisors by profile, region, and portfolio type.

Educational materials

Host fact sheets, presentations, and educational content directly on the platform.

Transparent commissions

3-tier commission model with full visibility for all participants.

Integrated compliance

Suitability and subscription terms managed automatically by the platform.

Want to distribute your products with intelligence?

Connect to the largest network of investment offices in Brazil and reach 500+ qualified advisors.