Give Online Portfolio Access to your Customers

Create that professional image by giving the best experience to your customers!
Boast about your 24 x 7 office by giving your customers an online access to view and manage their
wealth portfolio via your website or your mobile app for your customers.
Here are some of the many features of the WealthMagic customer application:
Get a summary view of the current status of their investments across asset classes
Get a summary view of the insurance cover of all members in their family
View Upcoming portfolio events