WealthMagic Advisor vs Masterstroke Online

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!!

MasterStroke app provides sales & branding solutions to financial intermediaries. It helps the user improve client engagement by providing instant solutions with regard to sales presentations, calculators, client proposals, marketing banners & videos. User can test their knowledge through mock tests on various topics and get business development ideas through short videos and frequently asked questions. It also allows users to create custom and category wise performance of mutual fund schemes. A must use app for every financial intermediaries who is engaged in selling or advising on mutual funds.