MagnetCustomer
A new category

IRM — Investor Relationship Management

The evolution of relationship management for the financial market. Designed for those who manage investors, not leads.

IRM =Relationship+Financial Data+Smart Decision

IRM vs Generic Alternatives — 10 Dimensions

A detailed comparison between generic tools and a platform built for the financial market.

Dimension
Generic alternatives
IRM (Magnet Customer)
Central entity
Contacts / Leads
Investors with financial profile
Primary metric
MRR / ARR
AuC, NNM, acquisition, retention
Lifecycle
Lead → Customer → Churn
Prospect → Investor → Wealth
Compliance
Optional add-on
Native: CVM, AML, suitability, ANBIMA
Analytics
Sales metrics
Financial performance by advisor/office
Segmentation
By company / title
By risk profile, wealth, goals
Communication
Mass, generic
Contextual, based on financial data
Integration
Zapier, webhooks
BTG, XP, Safra native (50+ APIs)
Onboarding
Generic pipeline
Acquisition pipeline with NNM
Post-sale
Support tickets
Wealth tracking and rebalancing

Vocabulary translation

In the financial market, the terms are different. IRM speaks the advisor's language.

LeadProspected investor
PipelineAcquisition pipeline (NNM)
ChurnRedemption rate
MRRAuC (Assets under Custody)
DealAcquisition opportunity
Contact ownerResponsible advisor
CompanyOffice / Family
TicketInvestor service

Unique IRM differentials

Technology and architecture designed exclusively for the Brazilian financial market.

Native BTG/XP/Safra integration

50+ connected APIs. Positions, acquisitions, redemptions, and products automatically synced.

Decision Memory (proprietary IP)

Records the rationale, context, and outcome of each decision. Intelligence stays even when the advisor changes.

Native CVM/ANBIMA compliance

Suitability, AML, audit trail, and Brazil data residency integrated into the workflow.

MAG Agent (contextual AI)

Recommendations based on profile, portfolio, and investor goals. Automated Next Best Action.

Brazil data residency

Data stored exclusively on AWS sa-east-1. Full compliance with LGPD and Brazilian regulations.

Isolated multi-tenant

Each office with completely isolated data. Zero cross-access guaranteed by architecture.

The Manifesto

Relationships are not spreadsheets. Relationships are infrastructure.

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Where technology meets wealth.

Ready to discover IRM?

See the platform in action and understand how IRM transforms investor relationship management.