WealthMagic Advisor vs Fingine

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!!

Investment Portfolio App for customers of Fingine Financial Services LLP an AMFI Registered Mutual Fund Distributor. Fingine is a state of the art investment & insurance portfolio management App for Clients With Fingine , you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing. Here are some of the many features of the Fingine App: • Get a summary view of the current status of your investments across asset class. • Get a summary view of the insurance cover of all members in your family. • Digital Vault – access your important documents anytime from your smartphone • Drill down to full detail. • Stay updated with timely alerts for your SIPs, STPs, FMP maturities, life insurance premiums, and more. •Seamless online Mutual Fund transactions across all AMCs in one place. • Unlock best-in-class Mutual Fund insights. • Raise a service ticket to your Service RM. • Host of useful financial calculators to help you plan your "short-term and long-term financial goals"