Overview & Technical Summary
WealthMagic Advisor: Empowering IFAs and Wealth Managers on the go
WealthMagic
Advisor is a mobile app designed to help IFAs and
Wealth Managers
stay on top of their business on the go. This comprehensive multi-asset tool is an add-on feature available to Datacomp’s Wealth Magic cloud subscription users. With
WealthMagic
Advisor, you can access up-to-date statistics about your business, diverse views of your customer's investment portfolio, and you can even transact online for mutual funds with full integration with BSE Star MF/NSE NMF II platforms.
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In addition to these features,
WealthMagic
Advisor also allows you to view your customer's birthdays and send personalized greetings from a range of designs. You can send instant push notifications to your customers who are using your mobile app (MyWealth) and receive service requests from customers. You can view portfolio events such as SIPs due, FMPs maturing, Premiums due, and update customer master information. You can even send portfolio reports by email to your customers. With this app, you can have greater control of your business even while you are away from your office. Download
WealthMagic
Advisor now and say goodbye to your business worries!