WealthMagic Advisor 4+
Fintso
專為 iPhone 設計
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- 免費
iPhone 螢幕截圖
描述
Introducing WealthMagic Advisor App from Fintso. It is a comprehensive multi-asset tool to empower the IFAs and Wealth Managers on the go. This app is an add-on available to Fintso’s Wealth Magic cloud subscription users.
With this app, you can:
• Get up-to-date statistics of your business on the go
• Access diverse views of your customer’s investment portfolio
• Transact online for mutual funds (fully integrated with BSE Star MF / NSE NMF II platforms)
• View birthdays of your customers and send personalized greetings from an extensive gallery of designs
• Send instant push notifications to your customers who are using your mobile app (MyWealth)
• Receive service requests from customers
• View Portfolio events such as SIPs due, FMPs maturing, Premiums due, etc.
• Update customer master information
• Send portfolio reports by e-mail to your customers
• . . . and more
With WealthMagic Advisor App you can now be in greater control of your business even while you are away from your office – for business or for leisure. Download this app now and say goodbye to your business worries!!
最新功能
版本 1.14
Changed Wealth Magic logo.
App 私隱
開發者表明Fintso的私隱慣例或包括下列資料的處理。詳情請參閱開發者的私隱政策。
與你連結的資料
開發者可能會收集以下資料並連結你的個人身份:
- 聯絡資料
- 用户內容
- 識別碼
私隱慣例或因使用的功能或年齡等因素而異。進一步了解
資料
- 供應商
- Adapt Fintech Advisors Private Limited
- 大小
- 150.9 MB
- 類別
- 理財
- 兼容性
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- iPhone
- 須使用 iOS 10.0 或以上版本。
- iPod touch
- 須使用 iOS 10.0 或以上版本。
- Mac
- 須使用 macOS 11.0 或以上版本及配備 Apple M1 或以上版本晶片的 Mac。
- Apple Vision
- 須使用 visionOS 1.0 或以上版本。
- 語言
- 年齡
- 4+
- Copyright
- © Adapt Fintech Advisors Private Limited
- 價格
- 免費