Boost Your Growth Engine With Effective Client Relationship

Enhance Customer
Relationships

Wealth-Magic's robust CRM feature provides you with holistic information about your clients and enables you to nurture client and prospect relationships to drive sales and sustain long-term profitability.

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Boost Sales
& Marketing

In-built CRM and marketing tool helps you carry out customer campaigns and lead generation campaigns, giving you a complete view of your campaigns performances.

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Goal Based
Financial Planning

With WealthMagic, you can personalise and recommend advice on the tailor made portfolio for every financial goal of the client.

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MyWealth App

eCRWealth

Our pricing is customised in various package depending on your set up.
For more information click the button below

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What our Clients Say

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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

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