WealthMagic for Banks

Offer End to End Wealth Management Solution

A holistic Wealth management solution focusing on People, Process and Technology

Enable Branch Management

Manage multiple branches and users with a click

Leverage Your Strong Customer Relationships

Provide complete wealth management service to your customers on a single platform

Provide Digital Experience

Paperless transaction on BSE & NSE platforms with seamless investor onboarding

Sales Enabling Tools

These are tools like Goal based planning & Mobile app for your sales force which equip them to sell effectively

Boost Your Growth Engine With Effective Client Relationship

Engage Customers

Personalised financial planning helps customers understand their spending patterns to work out how to fund their various needs.

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Simplify Process

Easy to use and navigate, WealthMagic provides and intuitive interface that needs minimal explanation on how to use, and automates your internal workflow to manage your backend activities.

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Embrace Technology

Technology is no more a choice but a necessity; we understand your needs and have tailor - made the product to suit your requirements.

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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

Copyright © 2023 FINTSO. All rights reserved.