Manage Business across Asset Classes


Wealth Magic is a single platform which can help you drive your business across all asset classes such as Mutual Funds, Life Insurance, Non-Life Insurance, Postal Schemes, Stocks, FDs, Bonds, etc.

We realize that while you may be engaged in a variety of financial services businesses, your customer across all these businesses is more or less common. Hence you need a single solution from where you can manage the entire wealth portfolio of your customers and do an effective CRM for their servicing needs.

WealthMagic is a perfect answer to the demands of your business. It provides end to end functionality for managing complex multi-asset class businesses

Special Highlights

Mutual Funds

Data import from RTAs (CAMS, Karvy, Franklin, Sundaram) Auto-import of Data from RTAs Data Import from Excel source (e.g. Principal brokers) User friendly input pages for manual data entry Variety of Portfolio Views Transactions Reports SIP / SWP / STP Management Auto-transaction creation from Dividend data AUM Reconciliation Upfront & Trail Brokerage MIS

Life Insurance

Manage life insurance portfolio across all life insurance companies Integrated with Visual Magic Pro. Upload data directly from VMPro to WealthMagic Import Data from Excel Source Advanced interface for policy and premium deposit entries ULIP NAVs for all ULIP funds across all insurers Life Insurance Portfolio MIS
Portfolio Reports

Comprehensive Insurance Chart

Premium Calendar

Cash Flow Chart

Policy Fact Sheet

Servicing Reports

Policy Register

Premiums Due and Outstanding List

Survival Benefit & Maturities

Annuities

Non-Life Insurance

Basic
Policy Management of all types of general insurance policies across all insurers
Import Data from Excel source Renewal Lists
Advanced Health Insurance System (Optional Add-on Module)
Detailed handling of Individual and Floater Policies of all insurers Handling of Standard, Top-Up and Hospital Cash Policies Support for Add-On covers Detailed handling of Personal Accident Policies Health Insurance Premium Quotation System Personal Accident Quotation System Travel Insurance Quotation System Health Insurance Benefits and Premium Comparison Smart Renewal System with auto-calculated renewal premiums
Advanced Health Insurance MIS Policies eligible for Free Health Check-Up Policies eligible for Pre-Existing Diseases Cover Total Health insurance coverage of an individual across different policies Policy Endorsement Handling Advanced Claim Management and Tracking System Up-to-date master of TPAs
Advanced Health Insurance System (Optional Add-on Module)
Detailed handling of Motor Insurance Policies of all insurers Specific formats for handling of following vehicle classes Private Car Two Wheelers Commercial Passenger Vehicles Commercial Goods Carrying Vehicles Up-to-date master of Private Car and Two Wheeler Vehicles
Premium Quotations for all above vehicle classes Add-On Cover support Smart Renewal System with auto-calculated renewal premiums Policy Endorsement Handling Advanced Claim Management and Tracking System Up-to-date master of Surveyors
Advanced General Insurance System (Optional)
All of above plus the below
Specific formats for handling of following classes of insurance Fire Policies Marine Cargo Householder Package Shopkeeper Package Office Package Group Mediclaim Group Personal Accident Worksmen Compensation Policy
Category wise Renewal Lists Quotation Slips for requesting quote from insurers Policy Endorsement handling Advanced Claim Management and Tracking System Commission Reports
Stocks
Advanced interface for managing Stock portfolio of your customers Daily stock price update from BSE / NSE Mark to market stock valuation report
Other Investments
Handling of following investment classes Handling of following investment classes Postal RD Postal MIS PPF Bank / Company FDs / RDs Bonds / Debentures Bullion
Investment Registers Maturity Lists PPF Challan PPF Passbook