Wealth-Magic for Stock/Insurance Brokers

Diversify your business to build successful mutual fund business

Multi Asset
Platform

Diversify into other assets such as MF, Insurance, FD & Bonds etc.

Hassle Free Digital
Investing

Quick paperless transaction on BSE & NSE platforms with investor onboarding

Robo Advisory
on the go

Automated Investment & Financial advice with limited human intervention

Enabling Sub-Broker
Network

Enabling – Setup, manage & grow your distribution business with automated sub broker management

Leverage Existing
Customer Base

Leverage – In – built sales & marketing module for cross selling & up-selling opportunities

Boost Your Growth
Engine With Effective
Client Relationship

Grow Market
Share

A sound Cross-selling and Up selling strategy is a great way to boost your revenues by selling more to existing investors and by getting new referrals.

Read More

Client Acquisitions
& Prospecting

Run marketing campaingns and manage your leads. The reporting helps you in tweaking your campaigns to increase your conversion rates.

Read More

Integrate Advanced
Technology

Wealth-Magic is designed to communicate with other systems and provide you a holistic view of your business operations.

Read More

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.