WealthMagic Advisor 4+

from Fintso

Fintso

Designed for iPhone

    • 2.8 • 6 Ratings
    • Free

iPhone Screenshots

Description

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!!

What’s New

Version 1.14

Changed Wealth Magic logo.

Ratings and Reviews

2.8 out of 5
6 Ratings

6 Ratings

Arusiya ,

Useless. Not trustworthy. Better focus on cams and Kfintech.

Useless

clairedunphy123 ,

review

Works amazing! Really helpful in keeping track of my money growth.

App Privacy

The developer, Fintso, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info
  • User Content
  • Identifiers

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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