A comprehensive multi-asset App to empower IFAs and Wealth Managers on the go
About WealthMagic Advisor
WealthMagic Advisor is a finance app developed by Fintso.
Download Statistics
WealthMagic Advisor has been downloaded 16 thousand times. In the last 30 days, the app was downloaded 82 times.
User Ratings
The app has no ratings yet.
App Information
WealthMagic Advisor is FREE to download. The APK download size is 17.98 MB. The latest version available is 1.42. The last update was on November 3, 2025.
Technical Requirements
The app has a content rating of Everyone. The app has been available on Google Play December 2015.
Description
WealthMagic Advisor mobile app is a comprehensive multi-asset tool to empower the IFAs and Wealth Managers on the go.
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User-friendly, quick response from the team for any query or assistance. Will surely recommend to try this. Detailed information can be seen on every report. Easy to understand.
★★★★★Vikas Mishra· Jul 24, 2026
Very useful fot the distributors to share report with clients on the go
★★★★★Rajan Pathak· Aug 8, 2024
Fantastic App to monitor wealth management business. I can check all asset classes, MF fund clients portfolio, initiate clients' transactions, generate various client reports, and at same time-share with clients. Monitor family level client report and allocation, active SIPs etc
★☆☆☆☆Nimish Ashar· Jul 5, 2020
After sales services of wealth magic is extremely back. It's like a government organization. No proper response. Many reports generated have error in calculations of XIRR and abs returns. Not at all recommended to buy this software pathetic. Many others better options available in mkt.
★★☆☆☆Akash Unadkat· Dec 3, 2024
(1)Slow Speed on open (2)Portfolio report only summary & only as on dt. available, not custom date or not FYWISE (3)MFD Dashboard is jst Total AUM & Amt. Showing, No Drill Down to AMC wise, scheme wise, client wise (not useful if we want any action) (4)Capital Gain only current Yr (Prev. Yr, Prev. FY not available) (5)All profit past realized mixed showing with current Unrealized investment which creates harassment to client & not showing actual fund wise investment and actual fund wise profit
★☆☆☆☆Smart Growth Financials· Mar 13, 2025
Most Pathetic After Sales. Service Never Never Never Recommend Moreover Your Data won't be Upload automatically A Lot of things which we can not explain here If we explain then page will be less OVERALL MOST PATHETIC SOFTWARE AND AFTER SALES SERVICE Very Unprofessional People
Google Play Rankings for WealthMagic Advisor
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Technologies used by WealthMagic Advisor
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