For Team Managers
Total visibility of your team
Real-time dashboards, automatic metrics and complete team pipeline visibility. Manage without asking, monitor without micromanaging.
100%
Pipeline visibility
0
Manual reports
Real-time
Data updates
+25%
Team productivity
Without Magnet Customer
Challenges you face today
Outdated data
Manual reports that are already outdated at creation. Decisions based on old information.
Asking team for data
Need to ask advisors to update spreadsheets. Waste of time and friction.
Manual reports
Hours building Excel reports that could be generated automatically.
No pipeline visibility
Impossible to know the real pipeline state without asking one by one.
With Magnet Customer
How Magnet Customer transforms your operation
Real-time dashboard
Pipeline, AUM, activities and performance updated in real time. Zero delay.
Automatic metrics
KPIs calculated automatically: NNM, AUM, conversion, activities per advisor.
Zero nagging
Data filled through normal platform usage. No extra spreadsheets or team demands.
Complete pipeline
Consolidated view of all deals, by advisor, stage and product.