WealthMagic Advisor vs Armor AI

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!!

Armor is agentic wealth management from a SEBI-registered Investment Adviser (INA000023223) and Research Analyst (INH000029908). Tell Armor about your money once. It works out where you stand, plans for what you want and tells you the next move, with every number built from your own data. See, plan and grow your wealth, effortlessly. SEE WHERE YOU STAND • Armor Score: one financial health score across emergency savings, loans, insurance cover, diversification and growth. • Everything in one place: import your mutual funds from a CAS statement and add property, gold, deposits, loans and insurance. • No guessed numbers: an area is scored only once you've added the data behind it. PLAN FOR WHAT MATTERS • Goals: a home, your child's education, retirement. See whether each is within reach and what it takes. • Scenarios: try a home loan, an ESOP sale or a career break and see how your plan changes before you decide. • Your next move: tasks ranked by impact, so the one that matters most is at the top. GROW YOUR WEALTH • Armor Ultra: our quantitative investment strategies, how they run and how they're built, with a way to start investing or request an introduction. • Ask Armor: your advisor answers questions about your portfolio, goals and taxes using your own numbers. Type, send a voice message or start a live voice call, and keep talking while you look around the app. • Attach a statement or a screenshot and ask about it. • Read answers in English or Hindi. START IN MINUTES • Setup takes five short pages, or one if you just want to grow your money. • Pick loan years and premiums from quick choices instead of typing them. YOUR DATA, PROTECTED • Lock the app with Face ID or your fingerprint. • Armor asks your permission before your questions are sent to its AI service providers, and names them. • Privacy notice: yourarmor.ai/privacy REGULATED Armor is operated by YB Technologies Private Limited, a SEBI-registered Investment Adviser (INA000023223) and Research Analyst (INH000029908). Registration granted by SEBI and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors. Investments in the securities market are subject to market risks. Read all related documents carefully before investing.