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Description

Upon establishing an Axos Invest account, we will suggest a tailored investment portfolio that takes into account your time frame, risk tolerance, and expected returns in order to formulate a strategy that aligns with your preferences. Although our Managed Portfolios are designed for precision and efficiency, they remain adaptable to your needs. Beyond simple rebalancing, should you revise your personal information or financial objectives, we will modify your portfolio to ensure you stay on track towards achieving those goals. It's crucial to consider both your immediate and future financial aspirations, whether that involves saving for an upcoming vacation, accumulating funds for a home down payment, or creating a safety net through an emergency fund. Our team is here to assist you in crafting an investment plan tailored to your objectives. Furthermore, we will help you assess how much you can contribute towards retirement while setting clear investment targets, whether through an individual automated investment account or a Traditional or Roth IRA, providing comprehensive support throughout your investment journey. Ultimately, our aim is to empower you to take charge of your financial future.

Description

You can now effortlessly invest in cutting-edge technology through seven newly introduced Magnifi Managed Portfolios. Esteemed figures from Wall Street and leading financial experts provide valuable perspectives on current trends featured on Magnifi as well as broader market developments. Utilize the world's first marketplace for finance, powered by semantic search, to find, compare, and invest wisely. With Magnifi, intelligent investing is conveniently at your fingertips. The introduction of these seven innovative portfolios allows users to explore investment opportunities directly. These managed portfolios are constructed around Morningstar indexes and employ thematic strategies aimed at harnessing exposure to specific innovation sectors that are transforming our world. Individual investors now have the opportunity to engage with thematic strategies and benefit from portfolio rebalancing oversight in areas like big data, robotics, fintech, health tech, and more, all without needing an ETF or mutual fund. Each managed portfolio is designed to closely follow a Morningstar Index, focusing on delivering a high level of thematic consistency and purity for investors. This innovative approach offers a fresh avenue for individuals to align their investments with the future of technology and innovation.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Axos Bank
MoneyGuide
Morningstar
RightCapital

Integrations

Axos Bank
MoneyGuide
Morningstar
RightCapital

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Axos Financial

Founded

1999

Country

United States

Website

www.axos.com/invest/managed-portfolios

Vendor Details

Company Name

Magnifi

Country

United States

Website

magnifi.com

Product Features

Alternatives

Alternatives