When users fill out our form, MagnifyMoney Advisor will point them toward potential advisors, including robo-advisors, they may be able to work with.
Our form will ask for a bit of financial and personal information, including age, zip code, annual household income and total amount of assets.
Once a user has provided this information, MagnifyMoney Advisor will provide a list of the financial advisors on our platform that are interested in working with new clients.
Kick things off with a conversation with our one of our account managers. We’ll help you find the strategy that works for your practice and within your budget.