Your investor is not a lead
Stop wasting 3-4 hours per day on administrative tasks. With Magnet Customer, you centralize investors, follow-ups and AUM pipeline in a single IRM platform.
Challenges you face today
3-4h/day on admin
Time spent switching between 3+ systems, updating spreadsheets and sending emails manually.
3+ disconnected systems
Generic tools + spreadsheets + email + personal WhatsApp. Data scattered and duplicated.
Missed follow-ups
Without automatic alerts, opportunities are forgotten. Investors notice.
Outdated data
Outdated investor positions, no real-time AUM view. Decisions in the dark.
How Magnet Customer transforms your operation
Everything in 1 place
IRM, email, WhatsApp, pipeline and financial data on a single screen. No switching systems.
Native BTG/XP integration
Positions, AUM and redemptions synced automatically. Data always up to date.
Automatic alerts
Follow-up notifications, birthdays, maturities and opportunities. Nothing goes unnoticed.
Save 3h/day
Automations that eliminate manual tasks. More time for what matters: the investor.