smallcase Reviews

With seven new Magnifi Managed portfolios, you can now easily invest in emerging technology. Wall Street's most prominent financial advisors and Wall Street luminaries share their insights on the latest topics on Magnifi and in the world. The world's first semantic search-powered marketplace to finance allows you to compare, find and invest. Intelligent investing is now in your hands. Magnifi brings seven new portfolios to you. These managed portfolios are built on Morningstar indexes and use thematic strategies to capture exposure to innovation themes that are changing the world. Individual investors will be able access thematic strategies with portfolio balance oversight to invest in areas like big data, robotics and health tech without the need for an ETF or mutual funds wrapper. Each managed portfolio tracks the Morningstar Index to ensure high levels of thematic purity.

FutureAdvisor partners with wealth management firms to help them grow their assets, be more efficient, target new client segments, and reach the next generation. We apply industry best practices and academically-researched portfolio management principles to your investment accounts. To minimize churn, we use the funds that you already have to minimize tax impact and minimize churn. We add low-cost index funds when necessary to improve diversification. We apply industry best practices and academically-researched portfolio management principles to your investment accounts. To minimize churn, we use the funds that you already have to minimize tax impact and minimize churn. We add low-cost index funds when necessary to diversify the portfolio.