🏦 Solutions · Financial Services
Compliance that's built in, not bolted on.
RIAs, wealth managers, and financial advisors need every client interaction documented and every outreach compliant. MagicWand does both automatically.
Why financial teams choose MagicWand
Built for scrutiny.
Permanent audit trail
Every client interaction is logged automatically and can never be edited after the fact — ready for any review.
Consent hard-gated
Outreach compliance is enforced at send time, everywhere, not left to individual advisor discipline.
Client health, at a glance
See relationship health across your book without manually reviewing every account.