For Family Offices
Multi-family management with wealth visibility
Centralize relationships with multiple families, track consolidated wealth and deliver personalized service with data intelligence.
360°
Wealth view
Multi
Families per team
3
Integrated brokers
RBAC
Total isolation
Without Magnet Customer
Challenges you face today
Complex multiple families
Each family has different structures, goals and profiles. Hard to manage with generic tools.
Fragmented wealth
Wealth data spread across brokers, banks and spreadsheets without a consolidated view.
Non-scalable service
Extreme personalization with manual processes that don't scale as the base grows.
Critical confidentiality
Sensitive family wealth data requiring strict access control.
With Magnet Customer
How Magnet Customer transforms your operation
Multi-family view
Each family as an entity with members, wealth, goals and its own history.
Consolidated wealth
Unified view of assets across BTG, XP and Safra. Consolidated portfolio per family.
Personalized service
Custom journeys and playbooks per family. Automated quarterly reviews.
Total isolation
Granular RBAC: each team member accesses only designated families.