WealthMagic Advisor

퍼블리셔 Fintso AppTrack Ninja.

from Fintso

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 …

카테고리: Finance, Business

의 App Store 순위, 스크린샷, 추정, 유사 앱. WealthMagic Advisor.