I've been using your software since last year. Overall, I've been very impressed as it is easy to learn. it’s been a pleasure working with you and your team as well. Also, I love the design of the application. It looks modern and simple. As I said before, overall, I think the application is very good.

Have been subscribing to WealthMagic since 2010 and have found the software to be extremely useful in managing data, reports and client servicing. With the introduction of mobile app, clients are very satisfied with 24/7 access to their investments.

WealthMagic service is exceptionally good. Assistance required for data import from registrars and help with regard to accuracy of reports are available during working hours, whenever required. My relationship manager has been extremely helpful in managing required data and ensuring accuracy of reports, in a very timely and efficient manner.

I’m very impressed with the way the platform works, the ease of doing the business, collating the data from all the Mutual funds with which I’m associated, and how all the data can be compiled and given to client.

It has all the data points for an investment consultant, right from MFs, Insurance (General, Health & Life), FDs, PPF, Post Office Savings – you name it and they have it, it's like a departmental store for Investments with all necessary tools to sell.

This is the very main and important point, the service rendered by the service team is top notch. WealthMagic has a great support team which makes my job easy.

As a wealth management consultant, apart from providing good advice to investors, it is equally important to provide service and support. An investor values not just the advise but how to be in constant touch with him even during the bad times. For me, Wealthmagic has been of great support and assistance to do that and be in constant touch with my investors through various modes. The system provides the best of the updated reports and keeps the investor updated with all of his Networth.

Wealthmagic is not just a Mutual Fund platform but caters to an investor's all kinds of financial assistance like his complete Networth including stocks, real estate, bullion, insurance with a single view even in an App. Our RM has been extremely supportive in all the concerns and been proactive in dealing with multiple things.

I have been using WealthMagic since inception of my business, 2 years ago. WealthMagic caters to all the needs of an IFA. The best part is their support services which is so responsive and prompt in solving any technical issues. The mobile App feature is the best as it helps to cater clients outside my location. I would recommend this to everyone.