Integrated View of Customer Portfolio

You are servicing your customers for all their diverse financial and protection needs. Hence it is imperative to give them a consolidated view of their investments to enable them to get the right perspective of their wealth and risk mitigation.

With WealthMagic, we can empower you to be a true Wealth Manager. Give a consolidated view of customer’s investment and wealth in a single integrated presentation. WealthMagic provides an array of reports such as below: