SUNIDHI WRM vs Advisor PRO

Sunidhi Wealth is a state of the art investment & insurance portfolio management App for customers With Sunidhi Wealth App, 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, profit booking or stopping loss.

Advisor Pro About this app Advisor mobile app is an add-on available to Datacomp’s i-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 insurance portfolio • View birthdays of your customers and send personalised greetings from an extensive gallery of designs • Send instant push notifications to your customers who are using your mobile app (My-Insurance) • Receive service requests from customers • View Portfolio events such as Premiums due. • Update customer master information • Send portfolio reports by e-mail to your customers • . . . and more With i-Magic 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!!