WealthMagic Advisor vs Incentiv Transact

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!!

Incentiv Transact is an equity management app for private markets — built for employees, founders, early investors, and funds to track their private holdings, discover live deals, express interest, and engage with structured liquidity programs in a fully compliant environment. Private company equity has always been hard to manage and even harder to act on. Employees sit on vested ESOP shares with no clear path to realize value. Early investors hold positions they can't easily exit. Founders watch their cap table stay frozen while waiting years for an IPO. Transact brings clarity, structure, and compliance to all of it. EQUITY MANAGEMENT Track every private holding in one place — ESOPs, equity awards, fund commitments, and direct stakes. hold. Your private portfolio, organized and always up to date. LIVE DEAL DISCOVERY Browse a curated marketplace of live secondary opportunities across private companies. Filter by sector, valuation, deal size, or stakeholder type. Tap any deal to see details, supporting documents, and counterparty information. EXPRESS INTEREST On any live deal, indicate intent through a structured multi-step form that captures preferences, quantity, valuation reference, and timeline. No phone calls, no scattered emails, no informal broker networks — just a clean, recorded expression of interest. WATCHLIST Save deals or companies you want to follow. Get notified about updates, related new listings, valuation movements, and program announcements — all in one feed. INTELLIGENT MATCHING Our matching engine connects compatible interests based on deal size, valuation expectations, stakeholder type, and timing — reducing time-to-match and improving outcomes for everyone involved. STRUCTURED SECONDARY PROGRAMS Companies can run board-approved secondary programs directly through Transact, enabling employees and shareholders to access liquidity in a controlled, structured process. Ideal for pre-IPO companies looking to retain talent and reward early stakeholders. BUILT FOR COMPLIANCE, NOT AROUND IT Every workflow on Transact is built on a fully compliant framework: • SEBI, RBI, and FEMA aligned processes • Built-in KYC and AML (Anti-Money Laundering) checks • Regulatory-grade documentation for every deal • Complete digital audit trail — every action, document, and approval logged and timestamped No workarounds. No grey areas. END-TO-END DEAL COORDINATION From initial interest to closure, Transact coordinates the full lifecycle: • Deal mapping and counterparty discovery • Term reference and negotiation support • Legal documentation and digital sign-off • Coordination of share transfer and downstream settlement, handled by Incentiv as an off-platform SECURE DATA ROOMS Share sensitive company information with verified counterparties through encrypted, permission-controlled data rooms. Track who viewed what, when — with full audit trails and multi-layered access controls. WHO USES TRANSACT • Employees seeking partial liquidity on vested ESOPs • Founders managing cap table and stakeholder programs • Early investors rebalancing private holdings • Venture and growth funds coordinating LP distributions • Family offices and institutional investors exploring private market exposure • High-net-worth individuals (HNIs) and verified accredited investors PART OF THE INCENTIV ECOSYSTEM Transact is part of incentiv — the infrastructure platform for private capital markets. Connected with Tabulate (cap table and ESOP management), Folio (portfolio and fund management), and Advisory services, every stakeholder gets a complete view of their equity journey from grant to exit. Trusted by fast-growing companies and investors across India, the GCC, Southeast Asia, and the United States. incentiv.finance | support@incentiv.in