WealthMagic Advisor

Android app by Fintso. Finance · Fintso

Store rating
Unknown
Store rating count
Unknown
Download price
Free to download
In-app purchases
Not listed in captured metadata
Version
1.42
Listing last refreshed
2026-09-13

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Store description excerpt

WealthMagic Advisor mobile app is a comprehensive multi-asset tool to empower the IFAs and Wealth Managers on the go. This app is an add-on available to Datacomp’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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