WealthMagic is Ideal for Your Business

Smooth Business Engine

Providing Controls, Dashboards, Key metrics

Business Documentation

For Internal, External Audit, Due Diligence & Regulatory Compliance

Productivity Improvement

Technology enabled Operational efficiency

Focus on Customers

Tools and Reports for customer service and delight

Improve Digital Experience

Mobile App

Our mobile app provides investors to access their investment portfolio. You can easily personalise the user experience, from visual design to data visualisation.

01

Web Application

We offer customized websites for your business which reflects your brand identity. Give your investors a digital experience with web portal access to view or modify their portfolios and enable quick mutual fund transactions.

02

What our Clients Say

WealthMagic is a part of the Fintso bouquet of solutions for modern financial advisors. It is a versatile technology platform providing back-office and front-office solutions simplifying complex business requirements for a financial advisory practice irrespective of its size. Our highly secure and flexible platform is user-friendly and intuitive, and helps bridge the gap between advisors and their clients through online transaction execution, robust reporting and the MyWealth app.

App available for download

@2021 Adapt Fintech Advisors Private Limited. All Rights Reserved