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 DatacompтАЩs Wealth Magic cloud subscription users.
With this app, you can:
тАв Get up-to-date statistics of your business on the go
тАв Access diverse views of your customerтАЩs investment portfolio
тАв Transact online for mutual funds (fully integrated with BSE Star MF / NSE NMF II platforms)
тАв View birthdays of your customers and send personalized greetings from an extensive gallery of designs
тАв Send instant push notifications to your customers who are using your mobile app (MyWealth)
тАв Receive service requests from customers
тАв View Portfolio events such as SIPs due, FMPs maturing, Premiums due, etc.
тАв Update customer master information
тАв Send portfolio reports by e-mail to your customers
тАв . . . and more
With WealthMagic Advisor App you can now be in greater control of your business even while you are away from your office тАУ for business or for leisure. Download this app now and say goodbye to your business worries!!
рмЧрмд рмЕрмкрмбрнЗрмЯрм░ рм╕рморнЯ
рмЬрнБрм▓рм╛рмЗ 25, 2024