Track performance, holdings, balances and cashflows for your held away, and Magnolia Capital Management managed accounts, all from one place on your mobile device.
LINK YOUR ACCOUNTS
View all of your accounts, including workplace retirement and private assets. Each managed strategy is called a sleeve strategy and is tracked in our system as a separate account.
PERFORMANCE REPORTING
Performance reporting at the household, registration, account, security and strategy levels.
PRIVATE ASSET PLATFORM
Report, monitor and analyze hedge fund, private equity, and real estate within the same report portal.
CUSTOMIZATION
Rich content is customized in both report and web interfaces allowing the client and the Advisor to view the information how they want to see it.
Our industry is evolving from a one-size-fits-all mindset, to a customized investment portfolio approach. Investors demand institutional-quality managers, analytical technology, maximum transparency, independent service providers, and control over their investment decisions. Magnolia is a leader in tailoring a full suite of customized portfolio services that help investors expand their investment holdings, and better reduce downside exposure to loss.
With access to an open universe of ETF’s, stocks, mutual funds, fixed income, SMA strategies, and select hedge fund, private equity, real estate, and private debt, we built our reporting platform to deliver a comprehensive view of your wealth- both online and on paper. We will brand your portal application for your clients to download from the Apple App Store, and Google Play for Android.
Experience what Magnolia has to offer before becoming a client. Add existing accounts and holdings securely using our aggregation technology. From there, your Advisor can stress test your existing portfolio, create proposals, and model scenario analysis without having to enter a single ticker by hand.
Using technology to create integrated statement and reports for qualified and accredited investors’ Directed Real Estate, Partnerships, Private Placements, Hedge Funds, Private Equity and Private Credit, Magnolia delivers a comprehensive view of your wealth.
