WealthMagic Advisor 4+
Fintso
專為 iPhone 設計
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- 免費
iPhone 截圖
簡介
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!!
新內容
版本 1.14
Changed Wealth Magic logo.
App 隱私權
開發者「Fintso」指出 App 的隱私權實務可能包含下方描述的資料處理。如需更多資訊,請參閱開發者的隱私權政策。
會與你連結的資料
系統可能會收集以下資料,並將其與你的身分連結:
- 聯絡資訊
- 使用者內容
- 識別碼
隱私權實務可能因你使用的功能或你的年齡等因素而有所不同。進一步瞭解
資訊
- 供應商
- Adapt Fintech Advisors Private Limited
- 大小
- 150.9 MB
- 類別
- 財經
- 相容性
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- iPhone
- 需要 iOS 10.0 或以上版本。
- iPod touch
- 需要 iOS 10.0 或以上版本。
- Mac
- 需要 macOS 11.0(或以上版本)以及配備 Apple M1(或以上版本)晶片的 Mac。
- Apple Vision
- 需要 visionOS 1.0 或以上版本。
- 語言
- 年齡分級
- 4+
- Copyright
- © Adapt Fintech Advisors Private Limited
- 價格
- 免費