WealthMagic Advisor

from Fintso

Only for iPhone

Free · Designed for iPhone

iPhone

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!!

Ratings & Reviews

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Bug fixes and some enhancements

Version 1.29

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, for example, on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

  • Seller
    • Adapt Fintech Advisors Private Limited
  • Size
    • 17.2 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 12.2 or later.
    • iPhone
      Requires iOS 12.2 or later.
    • iPod touch
      Requires iOS 12.2 or later.
    • Mac
      Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
  • Age Rating
    18+
  • Copyright
    • © Adapt Fintech Advisors Private Limited
  • Privacy Policy

    • More by Fintso

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