WealthMagic Advisor 4+

Name: WealthMagic Advisor
Author: Fintso

Fintso

Osmišljeno za iPhone

- Besplatno

iPhone slike zaslona

Opis

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!!

28. lip 2022.

Verzija 1.14

Changed Wealth Magic logo.

Developer Fintso naznačio je da prakse privatnosti aplikacije mogu obuhvaćati rukovanje podacima kako je ispod opisano. Za dodatne informacije pogledajte pravila privatnosti developera.