WealthMagic Advisor

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!!