WealthMagic Advisor

Name: WealthMagic Advisor
Author: Fintso

A comprehensive multi-asset App to empower IFAs and Wealth Managers on the go

WealthMagic Advisor

WealthMagic Advisor is a powerful mobile app designed specifically for Independent Financial Advisors (IFAs) and Wealth Managers, providing a comprehensive multi-asset tool to manage investments even while on the move. This app is available to subscribers of Datacomp’s Wealth Magic cloud service and offers a host of features that enhance business management and client interaction.

Key Features Include:

Access up-to-date business statistics and customer portfolio views
Online transaction capabilities for mutual funds through integration with BSE Star MF / NSE NMF II
Personalized greetings for customers’ birthdays, complete with design options
Instant push notifications for client engagement via the MyWealth app
Management of customer service requests and portfolio events, such as SIPs due and maturing FMPs
Easy updates to customer information and sending of portfolio reports via email

Whether you're on business or leisure, the WealthMagic Advisor app puts you in control, reducing the stress of managing your wealth advisory business. Download now and elevate your client service experience!

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By: Fintso

Downloads: 14,039

Version: 1.35 (Last updated: 2024-11-25)

Version code: 49

Creation date: 2018-08-31

Permissions:

android.permission.ACCESS_NETWORK_STATE
android.permission.CAMERA
android.permission.CAPTURE_AUDIO_OUTPUT
android.permission.CAPTURE_VIDEO_OUTPUT
android.permission.FLASHLIGHT
android.permission.INTERNET
android.permission.MODIFY_AUDIO_SETTINGS
android.permission.READ_EXTERNAL_STORAGE
android.permission.RECORD_AUDIO
android.permission.VIBRATE

Size: 15.88M

Email: se*****@fintso.com

URLs: Website ,Privacy policy

Full description: See detailed description

Source: Google Play Store

Updated: 6 hours ago

Ranking

# 428,770 ▲ 329

User reviews

Pls don't and never take this software for your MF business worst app DATA NOT UPDATE FROM PREVIOUS 2 TO 3 MONTHS, I COMPLAIN THIS ISSUE REGARDING 10-15 TIMES ON A TOLL FREE NO,BUT ALWAYS YOUR EXECUTIVE DO WITH ANYDESK AND SAID THAT YOUR DATA UPDATED WITHIN HALF N HOUR BUT I CHECK AFTER THE GIVEN TIME MY DATA NOT UPDATED. YOU GUYS MAKE ME FOOL EVERYTIME MY ONE BIG MISTAKE IS THAT I TAKE A SUBSCRIPTION OF YOUR WORST SOFTWARE

Kushagra Srivastava, 2023-10-03

long time user . Present version Very bad for advisors 1stly why we use this app to pay large amount of fees?all of investors detail update in app and get it's any time when we need but no relevance this app,update version no views own client details update policy also vogus . Immediately check and change and usefull for advisors or we are shifting to other products.