WealthMagic

Expand Business

Expand your business with in-built sales-marketing capabilities.

01

Reinvent Business-client Relationship

Take advantage of an attractive, professional and customizable sales-oriented application to show your investors an up-to-date performance review of their investments
Wealth-Magic Mobile App delivers a large range of analytics to cover everything you need. With it, achieving more in your investor meetings just becomes so much easier

02

Cross-Selling Opportunities

Wealth-Magic’s Mobile App is a versatile multi-channel platform, which has been designed to be accessed anywhere: tablets and web client offer the same accessible interface
Our solution increases the productivity of your investor-facing staff by reducing their administrative tasks
It enables advisors to focus on what’s important: higher value-added services that increase revenue and deepen client relationships
The results can be seen in solutions which deliver both a substantial reduction in the cost-to-serve and an increase in cross-selling opportunities

03

Advise Through Analytics and Reports

Why not give an even more amazing impression to your investors
Our web client platform and tablet application provide relationship managers with a 360° overview of their customers portfolios valuation, performance, future cash flows, and personal reports
With Wealth-Magic you can export, print or share all the analytics and reports you need to with a single click of a button

04

Transparency For Investors

Give your investors an amazing digital experience
The digital portal and mobile app provide investor to access their investment strategy
The application configuration lets you easily personalize the user experience, from the visual design to data visualization, and available reports and fact sheets

01

Manage Organization Hierarchy

Team management is a crucial task while working with distributed teams
With Wealth-Magic you can now manage your teams and define various roles to replicate the organizational hierarchy and accordingly manage their access
Wealth-Magic also provides rich administration capabilities that let you manage your organization’s activities including managing users and their access levels

02

Track
Business

Track Business

With Wealth-Magic you can now manage or watch business across different locations/teams from a centralized location
The application gives you a crystal view of the entire organization

03

Measure Business Performance

Wealth-Magic gives the admin a complete view of the business performance and allows you to drill down further to evaluate the performance on a single click
The application provides reports for payout as per roles

04

User Based Reporting

Wealth-Magic provides you complete control of the reports accessible by various users
We provide reports that give a 360° overview of their customers’ portfolios valuation, performance, future cash flows, and personal reports
With Wealth-Magic you can export, print or share all the analytics and reports you need to with a single click of a button

05

Enable your Sub-broking Network

Give your sub-brokers access to manage their own customers using the same Wealth-Magic application which is further customized and streamlined for their use
This enables you to provide a unified digital experience across sub-brokers while maintaining your own branding
The application configuration lets you easily personalize the sub-broker modules in terms of user experience, from the visual design to data visualization, and available reports and fact sheets

06

Bird View of Your Sub-brokers

Wealth-Magic provides an end to end advanced module to manage your sub-brokers based distribution model
This module helps you to leverage Wealth-Magic’s capabilities for each broker enabling them to function independently through a secured login
The admin users get a 360° view of customer portfolios, fund performance, and analysis, recommendations etc

01

Third-party Integration

Wealth Management Integration layer is set of well defined APIs and controls to consolidate and store data from multiple systems.

This integration layer offers a fast, simple and structured way for multiple systems to communicate data with each other.
Enabling ease of integration to delivery channels.
Integration of in-house and third party applications
Offers a uniform interface to interact with Standardised data push/pull interfaces for systems and data gateways

02

Configuration

The Integration layer is built on principal of configuration over customisation allowing rapid deployment of changes without business downtime.
Consolidation of data across front, mid and back offices.
Perform normalisation, de-duplication to improve quality of data

03

Monitoring

The Integration layer has robust audit, logging, tracking and monitoring capabilities to support quick troubleshooting and management reporting.
Using standards for reporting via integration layer

04

Performance

The Integration layer is high availability system design supporting large transaction volumes with best in class performance & minimal response Time

05

Business
Agility

Business Agility

Investment data integrations across the enterprise
Unified layer that enables processing multiple asset classes
Enforce consistency across the data shared

Expand
Business

Manage
Sub Broking

Integrate Advanced
Technology

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.

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