Wealthmagic is a single digital platform which can help you drive your businesses across all asset classes
Track customer service with advance CRM system: Use advance CRM Tools to track all the service requests and ensure timely action
Online Mutual Funds transactions: In this digital world, give an online buying experience to your customers
Sub-broking management: Helps you set up, manage, and grow, your distribution business with ease
Powerful goal based planning: Deliver the highest level of investment satisfaction to your customers by using our goal based financial plans
MYWealth Mobile App: A mobile application that provides your investors the key information & updates at their fingerprints
Magic forms: Create professional MF Application forms at the super lightning speed
Wealth Management Ecosystem
DATA MANAGEMENT
Back Office Management
Portfolio Management
Business MIS
Back Office Management
Auto Import of MF Data from CAMS, KARVY, SUNDARAM, FRANKLIN
Comprehensive Hierarchical Market Data Feeds from ValueResearch.com
Data Import Option from Principal Brokers
Order entry and Transaction Import Feature
SIP/SWP/STP Transactions Management
Manage Customer Fixed Deposits and Bonds
Manage Customer Stocks Portfolio with real time portfolio valuation
Calculate and Reconcile Upfront and Trail
Portfolio Management
Consolidated Wealth Portfolio Creation
Detailed Allocation Analysis with Comprehensive Portfolio Chart
Portfolio Valuation Summary with Account Statement
Business MIS
AUM Analysis by fund, Sub Broker or RM
Locate Active SIPs, Gain Loss Statement & Broker Changes Cases
Supports Multiple ARNs
No Registration is required with AMC’s
Distributor Initiated Transactions (DIT)
CRM
Sales Presentation
Powerful CRM
Online Transaction BUY/REDEEM/SWITCH
Powerfull Global Base Planning
Sales Presentation
Goal Based Planning
Asset Allocation based on Risk Profile
Model Portfolio Creation
Advance Financial Calculators
Other Financial Planning Tools
Powerful CRM
WealthMagic’s powerful CRM Centre will keep you in control of entire information of your customer from one single page, where you can do the following :
360 Degree Customer View
Execute Orders on Behalf of customer
Customer Portfolio Alerts & Notifications
Manage Customer Service Requests, Task Assignment and Tracking
Comprehensive Investor Profile
Bulk Email/SMS
Online Transaction BUY/REDEEM/SWITCH
Seamless experience of Buying, Redemption & Switching on BSE & NSE Platforms
Online Transactions Facility available on Web & Mobile APP
Supports Multiple ARNs
No Registration is required with AMC’s
Distributor Initiated Transactions (DIT)
Powerfull Global Base Planning
Option of Creating Customized Goal
Asset Allocation Based of Risk Profile
Create Your own Model Portfolio
Recommendation on the basis of Model Portfolio
Mapping of MF portfolio to the Goals
Get Alerts on Review Date
Review Goals Professionally with Advance Goal Review System
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