A comprehensive multi-asset App to empower IFAs and Wealth Managers on the go
10,000+ downloads
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. 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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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
★★★★☆M S Patel· Mar 28, 2025
Can you provide show realized and unrealized Gain -loss in Portfolio Valuation Summary Report and also number of days required in Portfolio Profit -Loss Account.
★★★★★Aditya Mourya· Mar 10, 2021
Best app for investment and investment tracking purpose as well as it has a good goal mapping systems. Love this app.
★★★★★ANIL AGARWAL· Oct 7, 2021
Very slow app it is time for data comp to think and update the app and come out with new features after discussing with few distributors what exactly distributors need
★☆☆☆☆sunil shah· Apr 9, 2019
Company is not interested in listening to advisors problem software is not perfect every time we use some error appears no senior person is there to listen
★☆☆☆☆ASLINDIA· Jul 24, 2020
Pathetic service... Technical team is not well-equipped... No acknowledgement for service requests, No escalation level. Very old UI. No encryption and so your data is on high risk... Better avoid wealth magic... If anyone knows good competitor in market pla suggest... I will switch... Just lost money with wealth magic.
★☆☆☆☆Arun Chandok· Oct 8, 2021
You guys r very poor in updates.following your old process. App data taking much time in loading.may we can use best phones.but apps hv issues, wealth magic ho ya my wealth pro.all nuisance.no corrective responses from ur headquarters
★★☆☆☆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
Google Play Rankings for WealthMagic Advisor
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Technologies used by WealthMagic Advisor
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Each subscription will automatically renew 3 days before the expiration date for
the same time period. Subscriptions can be cancelled at any time before the renewal.
