Complete platform for your office
Replace 3+ systems with a single platform. Pipeline, service, campaigns, automations and financial integration. 42x ROI on investment.
Challenges you face today
Fragmented systems
Generic tools + help desk + email marketing + spreadsheets. Duplicated data and manual processes.
High tool costs
Adding 3-5 tools, per-user cost exceeds $100/month without integration.
No standardization
Each advisor works differently. No process, no control, no scale.
Complex compliance
LGPD, audit trail and access control difficult to maintain with separate systems.
How Magnet Customer transforms your operation
Single platform
IRM, AUM pipeline, service, marketing and analytics in one place. One account, one bill.
42x ROI
Average savings of $15,000/year per office of 5 advisors vs separate tools.
Process standardization
Templates, workflows and playbooks that standardize the entire office operation.
Native LGPD
Audit trail, RBAC, consent and Brazil data residency. Compliance with no extra effort.