SBI MF Partner vs WealthMagic Advisor

The whole new SBIMF Partner App is designed to provide the Mutual Fund Distributors with an effortless solution to manage various Mutual Fund accounts of their clients. It is a comprehensive Mutual Fund Distribution app that enables Mutual Fund Distributors (MFDs) to stay connected with their clients seamlessly. With the new SBIMF Partner App, MFDs can not only invest in Mutual Funds for their clients in the most effective manner without any paperwork but also manage their Transactions, Business, Meetings and Teams in a much better way. The key features of the app include – 1. Online Empanelment – Simply enter your details that are registered with AMFI and get empaneled with us within seconds 2. Easy Registration on the app - An easy registration process that allows MFDs to quickly register with their ARN code, email address and PAN 3. Smart Dashboard - You get Quick Action Widgets for better discoverability and Actionable Insights at your fingertips 4. Bulk Transaction - You can now initiate transactions for multiple investors in a single go 5. Edit SIP – Now, no need to cancel and re-register the existing SIP separately. Use our Edit SIP functionality to make any modifications in the running SIPs 6. Smart Checkout - The Payment Mode gets auto-selected basis your past transactions for faster checkouts 7. Transaction History - You can also check the status of all your transactions in one place and to top it off, access and share the initiated links with your investors anytime! 8. Planner - This lets you add your meetings and tasks on the go and set reminders for the same 9. Non-Financial Transactions - Say goodbye to Paperwork as you can initiate most of the NFTs as easily as the Financial ones 10. IPV KYC - Our easy IPV KYC process lets you get an edge in onboarding new clients and staying ahead by uploading documents properly and avoiding rejection 11. Business Insights - View all your Business data in single view 12. Manage Teams - Now you can assign your investors to a particular team member. Make them part of a group for better serviceability And many more… To summarize, the new SBIMF Partner App is a must-have tool for Mutual Fund Distributors as it provides a seamless and efficient way to manage Mutual Fund accounts of their clients. Download the SBIMF Partner App today to enjoy its many benefits. Happy Selling! SBI Mutual Fund

Introducing WealthMagic Advisor App from Fintso. It is a comprehensive multi-asset tool to empower the IFAs and Wealth Managers on the go. This app is an add-on available to Fintso’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!!