WealthMagic Advisor vs MFD STAR MF Mobility

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!!

StAR MF Mobility IFA app is for distributors to transact online. StAR MF Mobility platform is India’s largest online distribution platform; most preferred and acceptable platform to all the participants in the MF Industry ecosystem. BSE StAR MF is a web-based completely digital technology platform that can be accessed “anytime” and “anywhere”, supporting for all type of Investors. The above technology Infrastructure has created a super highway, which has eliminated the Entry barrier to start and expand mutual funds distribution for traditional distributors as well as new age e-commerce. Following are the main features of this application • Client onboarding • Mandate registration • Transactions (Purchase,Redemption,SIP / STP / SWP,Switch etc) • Basket orders • Business dashboard