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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
LEARN MORE....
Create effective Sales Presentations in seconds
Create effective Goal based Financial Plans and Track them too
Give High Quality Advise to your Customers
Manage Business across Asset Classes
Integrated View of Customer Portfolio
Give Online Portfolio Access to your Customers
Online MF Transactions – Buy / Redeem / Switch
Track Customer Services with Advanced CRM System
Auto Mailing of Reports to Customers
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