Download WealthMagic Advisor APK latest version Free for Android
| Version | 1.32 |
| Update | 10 months ago |
| Size | 15.20 MB (15,938,426 bytes) |
| Developer | Datacomp |
| Category | Apps, Finance |
| Package Name | mobi.wealthmagic |
| OS | 4.2 and up |
WealthMagic Advisor APPLICATION description
A comprehensive multi-asset App to empower IFAs and Wealth Managers on the go
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!!
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!!
↓ Read more
Old versions
| Version | Size | Update |
|---|---|---|
| ⇢ 1.6 (1 variants) | ↓ 12.88 MB | ◴ 6 years ago |
| ⇢ 1.32 (1 variants) | ↓ 15.20 MB | ◴ 10 months ago |
| ⇢ 1.31 (1 variants) | ↓ 15.20 MB | ◴ 1 year ago |
