Distribute products with intelligence
Connect your products to 120+ offices and 1000+ qualified advisors. Distribution dashboard, AUM analytics and incentive campaigns for advisors.
Challenges you face today
Fragmented distribution
Relationships with offices managed by email and spreadsheets. No reach visibility.
No distribution analytics
Impossible to know which offices perform, which advisors recommend your products.
Limited reach
Difficulty accessing new offices and advisors outside the existing network.
Inefficient campaigns
Materials and incentives sent in bulk without segmentation by advisor profile.
How Magnet Customer transforms your operation
Network of 120+ offices
Direct access to 120+ offices and 1000+ qualified advisors on the platform.
Distribution dashboard
Distributed AUM, AUM growth by office, advisor performance in real time.
Segmented campaigns
Incentives and materials targeted by advisor profile, region and portfolio type.
Integrated compliance
Suitability and membership terms managed automatically by the platform.