WealthMagic Advisor

1.29

Fintso

0.00

0 reviews

Free

Download from the App Store

About WealthMagic Advisor

WealthMagic Advisor is a finance app developed by Fintso.

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App Information

WealthMagic Advisor is FREE to download. The download size is 16.36 MB. The latest version available is 1.29. The last update was on November 13, 2025.

Technical Requirements

The app has a content rating of High Maturity. The app has been available on the App Store since February 2018.

Description

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!!

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More data about WealthMagic Advisor

Price	Free to download
Rating	No ratings
Ranking	Not ranked
Version	1.29
App download size	16.4 MB
Maturity	High Maturity

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Changelog of WealthMagic Advisor

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Developer information for Fintso

Fintso

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