Magic Matching is Brokerware's groundbreaking AI technology designed to transform how financial advisors work. Enhance your capabilities and provide superior service to your clients.
Built on a foundation of advanced machine learning models and years of financial data, Magic Matching continuously adapts to individual advisor preferences and market conditions.
This AI-driven tool offers precise buy/sell recommendations, real-time portfolio insights, and seamless integration with existing financial software, allowing advisors to scale their services without compromising on personalized client care.
With robust security protocols and explainable AI, Magic Matching empowers advisors to confidently make data-backed decisions while maintaining trust and transparency with clients.
Leverage advanced behavior modeling and preference analysis for precise recommendations.
Continuous adaptation to individual advisor preferences and market conditions.
Connect with major CRM systems and financial software for streamlined workflows.
Transparent decision-making process with clear rationale for each recommendation.
Magic Matching significantly boosts the efficiency of financial advisors by enabling them to manage an exponentially higher number of client portfolios without compromising accuracy or personalization. By automating key decision-making processes and streamlining portfolio management, the system empowers advisors to scale their operations effortlessly. This results in optimized workflows, allowing advisors to focus on high-value tasks and deliver a more personalized, proactive service to their clients, all while handling an increased portfolio load with ease and precision.
Security is a top priority. The platform employs bank-grade encryption for all data, both during transmission and while stored. Additionally, it uses multi-factor authentication for all users, and all access is logged and regularly monitored. The platform also undergoes regular security audits and penetration testing to ensure maximum protection against potential threats.
The system is designed to seamlessly integrate with most major CRM systems and financial software via APIs. This ensures that it enhances existing workflows without disrupting them, allowing advisors to adopt the tool without needing to overhaul their current processes.
The system automates routine tasks like analyzing market data and generating investment recommendations. By streamlining workflows, it allows advisors to efficiently manage tens or even hundreds more portfolios than they could manually. This results in better productivity without sacrificing the quality of service provided to clients.
Founded in 2010, Brokerware has been a pioneer in financial technology, transforming how broker-dealers operate in the digital age. From the start, we launched online trading platforms that connected thousands of investors to global stock exchanges in real-time. In 2015, we took a major leap by introducing a groundbreaking front-to-back management solution for wealthtech, which has since been adopted globally for daily transaction processing. Most recently, in 2024, we unveiled our AI-powered copilot, designed to dramatically boost advisor capacity and streamline portfolio management. At Brokerware, we are committed to shaping the future of financial technology.