開發人員: Fintso (6)
價錢: 免費
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評測: 0 寫評論
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描述

WealthMagic Advisor
WealthMagic Advisor mobile app is a comprehensive multi-asset tool to empower the IFAs and Wealth Managers on the go. This app is an add-on available to Datacomp’s Wealth Magic cloud subscription users.
With this app, you can:
• Get up-to-date statistics of your business on the go
• Access diverse views of your customer’s investment portfolio
• Transact online for mutual funds (fully integrated with BSE Star MF / NSE NMF II platforms)
• View birthdays of your customers and send personalized greetings from an extensive gallery of designs
• Send instant push notifications to your customers who are using your mobile app (MyWealth)
• Receive service requests from customers
• View Portfolio events such as SIPs due, FMPs maturing, Premiums due, etc.
• Update customer master information
• Send portfolio reports by e-mail to your customers
• . . . and more
With WealthMagic Advisor App you can now be in greater control of your business even while you are away from your office – for business or for leisure. Download this app now and say goodbye to your business worries!!
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#1. WealthMagic Advisor (Android) 由: Fintso
#2. WealthMagic Advisor (Android) 由: Fintso
#3. WealthMagic Advisor (Android) 由: Fintso
#4. WealthMagic Advisor (Android) 由: Fintso
#5. WealthMagic Advisor (Android) 由: Fintso

新功能

  • 版本: 1.41
  • 發佈日期:
  • Enhancement and Bug Fixes.

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  • 今天: 免費
  • 最小值: 免費
  • 最大值: 免費
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其他資訊

聯絡人

WealthMagic AdvisorWealthMagic Advisor 縮短網址: 已複製!

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