Manage Multi Asset Business

• 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…
• 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
• We provide a single solution from where you can manage the entire wealth portfolio of your customers and do an........ effective CRM for their servicing needs

Create your own Website

We help you create your own website focused on your branding and message. We have thousands of templates to choose from which are created based on inputs.

It provides you various features:

Inbuilt Sales & Marketing tools

• Driving revenue by retaining the existing customers is the name of the customer success game
• Wealth-Magic has an inbuilt prospecting wizard tool which uses various customer data dimensions to present the up-sell or cross-sell needs
• 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 delivered which has both a substantial reduction in the cost-to-serve and an increase in cross-selling opportunities

Robo Advisory Platform

• We have built in a Robo-advisory in the platform that analyses the market and recommends the best suitable financial plan for your investors
• Wealth-Magic empowers your organizations to offer a lower-fee solution for investment planning and management, catering to markets and revenue streams
• Helps maintain the more lucrative fee-based business built through personalized advisory services for high-net-worth individuals

Advanced CRM System

Wealth-Magic’s advance CRM tools helps to track all service requests and ensure timely action to keep customer ever happy. Your customers, via their mobile app or web login can send service requests to you / your office. A dashboard on your home page will keep you updated about all such service requests and help respond to them in a timely manner.

Wealth-Magic’s powerful CRM Centre will keep you in control of entire information of your customer from one single page.

From the CRM Centre page you can do the following

Create Sales Presentations

Manage Customer details

View
Portfolio

Review Financial Plans

Online MF Orders

Manage all documents

Manage tasks and services

View upcoming portfolio

Enable Sub-broker 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