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!!