AI That Helps You Act Before
the Opportunity Moves Away.
MAGNIX AI, powered by MAGNIX, helps financial intermediaries identify client opportunities, understand portfolio gaps, track investor behaviour and improve engagement.
Practical intelligence for client conversations, retention and growth.
Your Business Has Data. The Real Edge Is Knowing What to Do Next.
Client portfolios, transactions, behaviour, goals and engagement patterns create valuable signals. But in most practices, these signals remain scattered across reports and systems. That means opportunities are often missed.
MAGNIX AI turns client and portfolio data into practical business intelligence.
The Intelligence Layer Behind the MIDASX Platform
MAGNIX AI is powered by MAGNIX, the Multi-Asset Generative Network for Investment Excellence. It analyses data to support client understanding, portfolio conversations, retention signals and opportunity discovery. It helps financial intermediaries move from “What happened?” to “What should I act on next?”
Agent M: Your Always-On AI Assistant for Smarter Workflows
Agent M supports intermediaries with quick insights, research support, portfolio health checks and client-level signals. It helps reduce the effort needed to find the right information at the right time.
Portfolio Genius: Make Portfolio Reviews More Insightful, Structured and Actionable
Portfolio Genius helps intermediaries analyse portfolios more deeply, identify missed opportunities and support smarter recommendations. It is designed to improve the quality of portfolio conversations.
Digi Avatar: Client Engagement That Can Scale With Your Business
Digi Avatar helps intermediaries bring a digital engagement layer into client communication and education. It can support client-facing communication in a more scalable, consistent and modern format.
Understand Clients Beyond Transactions
MAGNIX AI can help intermediaries understand investor behaviour, engagement patterns and portfolio movement signals. This gives advisors a stronger foundation for more relevant client conversations.
Investment Habits
Track client trade frequencies, asset preferences, and systematic investment plan contributions.
Portfolio Shifts
Monitor asset reallocations, drift from target allocations, and cash balance movements.
Risk Signals
Detect deviations from risk tolerance and identify asset concentration risks.
Retention Risk
Flag disengagement warning signs, drop in touchpoint frequency, and login lapses.
Unmet Gaps
Identify uninvested cash holdings, missing asset classes, and eligible tax savings.
Contextual Prompts
Trigger follow-ups based on market movements or milestones like portfolio birthdays.
Prescriptive Nudges
Provide advisors with action-ready templates and talking points tailored for each client.
What AI Helps Intermediaries Do Better
Prioritize Faster
Know which clients or portfolios need attention first.
Workflow Efficiency
Identify high-value actions and sensitive portfolio alerts at a glance to optimize your daily agenda.
Personalize Better
Make client conversations more relevant to actual behaviour and portfolio status.
Deep Engagement
Leverage behavioural signals and asset drift data to tailor every touchpoint to individual needs.
Retain Smarter
Identify churn and disengagement signals earlier.
Churn Prevention
Spot drop-offs in platform interaction or deviations in investment patterns before they become issues.
Review Deeper
Move beyond basic performance reporting.
Enhanced Analysis
Uncover hidden portfolio gaps, missed gains, and strategic rebalancing opportunities automatically.
Engage Consistently
Use insights and nudges to maintain active client relationships.
Steady Relationship
Always have a reason to reach out with context-aware market updates and personal milestones.
Scale Advisory Effort
Support more clients without reducing conversation quality.
Infinite Scaling
Automate technical preparation so you can focus on building trust with a larger client base.
Not a Chatbot Layer. A Business Intelligence Layer.
MAGNIX AI is not designed to simply answer generic questions. It is built to support the everyday decisions and workflows of financial intermediaries.
Gives broad answers
Works around intermediary workflows
Sits outside the business
Connects with platform intelligence
Limited context
Uses client, portfolio and behavioural signals
General productivity
Advisor productivity and client retention
One-off responses
Action-oriented insights
How MAGNIX AI Fits Into Your Day
Morning
See priority clients, portfolio alerts and action signals.
Before a Meeting
Use Agent M and Portfolio Genius to prepare sharper talking points.
During Review
Use portfolio insights to explain gaps, allocation and opportunities.
After the Meeting
Trigger follow-ups, communication and next steps.
Ongoing
Use behavioural signals and nudges to maintain client engagement.
AI That Supports Your Intelligence, Not Replaces It.
MAGNIX AI is built to support financial intermediaries with insights, prompts and analysis. The relationship, guidance and final advisory role stay with the intermediary.
Bring Intelligence Into Every Client Conversation.
See how MAGNIX AI can help your business identify opportunities, improve portfolio conversations and strengthen client engagement.
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