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!!
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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!!
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Ratings History
WealthMagic Advisor Installs
Last 30 days
WealthMagic Advisor Revenue
Last 30 daysWealthMagic Advisor Reviews
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Keywords
WealthMagic Advisor Competitors
| Name | Reviews | Recent release | |
|---|---|---|---|
HDFC MF Online Partners
Mutual Fund, SIP, Tax, Lumpsum
|
0
|
1 month ago | |
Masterstroke Online
|
0
|
10 months ago | |
SBI MF Partner
|
0
|
1 week ago | |
Nippon India Business Easy 2.0
|
0
|
2 weeks ago | |
KFinKart-Distributors
|
0
|
5 days ago | |
Kotak Business Hub
Business Hub
|
0
|
2 months ago | |
MFD STAR MF Mobility
|
0
|
3 months ago | |
HDFC Deposit Key Partners
|
0
|
3 months ago | |
Advisor X
|
0
|
3 weeks ago | |
IPRU EDGE
|
0
|
1 month ago |
WealthMagic Advisor Revenue and Downloads
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App Info
- Category
- Finance
- Publisher
- Fintso
- Languages
- Recent version
- 1.14 (2 years ago )
- Released on
- Feb 7, 2018 (6 years ago )
- Also available in
- India, Thailand, Romania, Japan, South Korea, Kuwait, Lebanon, Malaysia, Nigeria, Netherlands, New Zealand, Philippines, Pakistan, South Africa, Russia, Saudi Arabia, Sweden, Singapore, Taiwan, Ukraine, United States, Vietnam, United Arab Emirates, Czechia, Argentina, Australia, Azerbaijan, Belgium, Brazil, Belarus, Canada, Switzerland, Chile, China, Israel, Germany, Ecuador, Egypt, Spain, France, United Kingdom, Greece, Hong Kong, Ireland
- Last updated
- 3 weeks ago