Winsight

Name: Winsight
Author: Winrich Professional Services Private Limited

Financial insight tool

0 ratings

💰 Finance

Free

Rating summary

Details

Released
Updated
Version
Compatibility
Age Rating
Size
Devices
Data updated
Languages

November 21, 2024
September 6, 2026
2.8.2
iOS 15+
4+
73.94MB
iPhone, iPad, iPod
13 days ago
American English

Features

Vision Pro support

Developer

Winrich Professional Services Private Limited

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About

A One-Stop Solution for Tracking All Your Financial Products Our app is designed to simplify the management of your entire financial portfolio. With just a few taps, you can view and track all your financial products, including mutual funds, equity, fixed deposits, real estate investments, liquiloans, corporate bonds, insurance, and more—everything exclusively offered by Winrich Professional Services Pvt Ltd. This app is exclusively offered for our esteemed clients. Key Features: Comprehensive Portfolio Management: Seamlessly access and monitor all your investments in one place, from mutual funds to real estate, ensuring you have a clear overview of your financial standing. Tracking: Stay updated with daily insights and news articles, so you always know how your investments are performing. Personalized Financial Insights: Get customized reports and analytics tailored to your portfolio, helping you make informed decisions with confidence. Stay Informed with Relevant Financial News: Access the latest financial news directly within the app. Stay ahead of market trends, economic changes, and investment opportunities with up-to-date information that matters to your portfolio. Secure and Reliable: We prioritize your security with advanced encryption and privacy measures, ensuring that your financial data is safe and secure. User-Friendly Experience: Enjoy a smooth, intuitive interface that makes managing your investments easier than ever, regardless of your financial expertise. Our app is more than just a portfolio tracker—it's your partner in financial management. Whether you’re a seasoned investor or just starting out, our app offers the tools you need to stay in control of your financial future. Backed by the trusted services of Winrich Professional Services Pvt Ltd, this app is your gateway to smart, efficient, and secure financial management. Download our app today and experience the convenience of having all your financial products in one powerful tool. This version highlights how your app also serves as a hub for staying updated with relevant financial news, making it more attractive to users who want to stay informed while managing their investments.

What's New in Winsight

2.8.2

September 6, 2026

New Features Meetings Schedule, reschedule, and cancel portfolio review meetings directly inside the app. Opens your advisor's live calendar with available slots. Access from the Meetings tab in the Quick Access section. MF Portfolio Reports Request a personalised Mutual Fund portfolio report for any month in the past year. Once generated, you can View it in-app, Download it to your device, or Share it via WhatsApp, email, etc. The report status updates in real time — you can navigate away and come back when it's ready. Report a Data Issue Found incorrect data in your portfolio? Use the new "Report Data Issue" option to flag it directly to your advisor with context about your device and what you were viewing. Access from the Support tab. Ask a Question Submit questions to your advisor directly from the app and receive answers in-thread. Access from the Support tab. Action Required Card A new card appears on your home screen when your advisor sends you a time-sensitive reminder — such as scheduling a portfolio review or approving an order. Tapping the action opens the relevant screen and clears the reminder automatically. Admin: Meeting Notes & Answer Questions Winrich team members see an additional Admin section on the home screen with quick access to Meeting Notes and the Q&A answer flow. Improvements Redesigned Quick Access Section Actions & Support is now a tabbed card — Reports, Meetings, and Support — making it easier to find what you need. Market Analysis (formerly Broadcast Messages) is now in the Reports tab. Sign out has moved to a dedicated row at the bottom. Investments Page Returns now display correctly for the current month and 1-year views. Family account product icons load reliably. Login & Session Login sessions now persist for 7 days — you won't be signed out between app opens. Fixed a login loop that affected some accounts on first launch. Reset Password (iOS) Password reset now works correctly on iOS.