WealthMagic Advisor vs IRIS by Kfintech

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!!

IRIS: Distributor Super App for Mutual Funds & NPS IRIS is a powerful Distributor Super App designed to revolutionize the way mutual fund and NPS distributors manage their business. With its robust set of features, IRIS offers a comprehensive solution to efficiently manage business hierarchies, including employees, sub-brokers, service managers, and investors—all under a single ARN. Key Features: Manage Business Hierarchy: Effortlessly handle your team of employees, sub-brokers, and service managers, ensuring seamless coordination and control. Investor Portfolio Management: View and manage investor portfolios based on the hierarchy structure, providing personalized services and ensuring the best possible financial outcomes. Transaction Initiation: Initiate both financial and non-financial transactions, streamlining operations and enhancing efficiency. Investor Servicing: Offer superior service to your investors by accessing their portfolios, facilitating transactions, and keeping track of their investments in real-time. With IRIS, distributors can focus on what truly matters—serving their clients, growing their business, and maximizing returns. Download IRIS today and take your business to the next level with seamless mutual fund and NPS distribution management!