WealthMagic

We use technology, to deliver lasting business benefits for financial services companies, who want to embrace digital transformation and delight their customers.

Sales & Marketing

Grow Business

Our digital solution provides a range of tools that will assist your sales organisation to engage effectively with their customers and close high ticket business faster.

A sound Cross-selling and Up selling strategy is a great way to boost your revenues by selling more to existing investors and by getting new referrals. With Wealth Magic, you can make best use of Prospecting Wizard to identify the right opportunities. Having a customer focused marketing campaign for each condition will increase your conversion rates.

Attract New Prospects

WealthMagic is a versatile multi-channel platform, which has been designed to be accessed anywhere: tablets, mobiles or laptops with the same accessible interface. Our digital solution provides a range of tools that will assist your sales organization to engage effectively with their customers and close high ticket business faster. A sound Cross-selling and Up selling strategy is a great way to boost your revenues by selling more to existing investors and by getting new referrals. With Wealth Magic, you can make best use of Prospecting Wizard to identify the right opportunities. Having a customer focused marketing campaign for each condition will increase your conversion rates.

Bionic Advisory

WealthMagic provides users with the ability to suggest the most suitable investment strategy and asset allocation for each and every client. With WealthMagic, you can trade recommended investments to portfolios with a single click and gain instantaneous profiles of newly-adjusted portfolios. WealthMagic’s aim is to consistently exceed client expectations with regards to their time horizons, investment objectives and constraints.

You get instant access to each individual client’s portfolio as soon as your conversation begins, giving you a complete 360° overview of where their portfolios have been and where they are headed to, as well as having the confidence to make suggestions about where you believe they can make improvements.

Goal-based Investing

With WealthMagic, you can personalise and recommend advice on the tailor made portfolio for each financial goal of the client. Work with your clients to take a more holistic, total wealth approach that prioritises all of their goals—beyond just retirement—and helps ensure that they are achieved. Provide value to your clients by helping them manage their wealth to achieve their desired goals.

Goal Mapping & Tracking

The Customer portal provided to the clients helps them manage their goals and track the performance of their wealth management portfolio. As an advisor, you can view the client’s goal performance and based on your analysis recommend changes if required. Similarly, the client can also track his goal performance on customer portal and request the advisor with new recommendations.

Financial Calculators

We make your life easy by provi-ding various financial calculators that helps you recommend the right savings plan for the client. With the calculators you can recommend the right mutual fund scheme, life insurance or general insurance plan and fixed deposit schemes to your clients depending on their goals. We have an inbuilt EMI & tax calculator that helps you plan and customise their portfolio.

CRM

Manage Customers

WealthMagic’s robust CRM feature provides you holistic information about your clients and enables you to nurture relationships with clients and prospects to drive sales or sustain long-term profitability. WealthMagic provides a comprehensive report on each customer and their portfolios to provide insights that help you make better business decisions. WealthMagic allows you to send personalise communication, alerts and notification. It helps you onboard your customers on the customer portal and manage their data.

Integrated Portfolio View

WealthMagic provides you a personalised dashboard that keeps you up to date with a 360° overview of daily tasks, notifications and recent activities. WealthMagic offers the ability to design and configure dashboards the way you need them, from configurable task generation to widgets and notifications you need to access. In this way, it becomes easy to know when you have to rebalance portfolios relative to a specific model or price change. WealthMagic allows you to analyse all your investments options. It guides you through an informed process in selecting the best asset allocation for your portfolio’s risk profile taking into account extreme events.

Comprehensive Wealth Portfolio Report

WealthMagic increases the productivity of your front-office staff by providing direct access to everything they need in a single click, thereby significantly reducing their administrative tasks. Our solution provide portfolio managers with a complete 360° overview of where their funds and portfolios have been and where they are headed to, as well as gaining the confidence to make suggestions about where you believe they can make improvements. These business analytics tools can be configured to each individual user so they can track the indicators and make well informed decisions including regulatory, sales, quality and user analytics.

Automated Pre filled Forms (Magic Forms)

WealthMagic provides Magic Forms that auto fills all your information for common applications like SIP registrations, NACH mandate, KYC registration and FATCA, saving your valuable time. The forms can be easily edited by the customers to make changes and shared online, making it quick and easier to complete the task. You don’t have to worry about filling the forms again . Now, with Wealth Magic you can concentrate more on providing value to the customers.

Portfolio Management

Our financial models have been built on over 30 years of experience in the mutual fund industry. WealthMagic helps you Identify the risk profile of your portfolio and propose the optimal asset allocation based on your risk preferences. Visualise graphically a portfolio’s components, benchmarks and credit risks and how the credit risks are being reduced. Our customer portal and mobile application enables the customer to track their portfolios and plan for future investments.

Online Transaction Capability

WealthMagic simplifies the traditionally time-consuming process of filling out order books. Now, these are quickly and easily generated through pre-filled forms which are intuitive and easy to use. The system is integrated with BSE and NSE providing you instant access to place your orders. WealthMagic advisors can place mutual funds order on behalf of the clients through the web app or mobile app, extending seamless experience of Buying, redemption and switching on BSE & NSE platforms.

Digital Presence

Responsive website

Having a frontend digital presence on the web is crucial for your brand identity. We have various online templates that can be easily customised to your requirements in order to provide you an website in no time. The online interactive website will transform the end user experience and help them manage their assets more efficiently. The website is responsive which ensures that the end clients have same experience across various devices like mobile, tablets and desktops. The website provides users with e-commerce transactions, portfolio management, investment strategy, powerful goal based calculators, and knowledge centre for investor education.

Comprehensive Content

Our professional content team curates simple to understand content that includes videos, research papers and newsletter articles. The team also updates new articles, product details and FAQs on your website to keep the content fresh. This information is also shared with the investors through regular newsletters. Timely updates keep the clients and prospects coming back to your website for news and information they can use.

Customer Portal

Give customers an amazing digital experience, emphasising on your brand and domain. Our web client platform and tablet application provide customers with a 360° overview of their portfolio valuation, performance, future cash flows and personal reports. Give customers access to your investment strategy. Our configuration lets you easily personalise the user experience, from the visual design to data visualisation, and available reports and fact sheets.

User-Friendly Interface

WealthMagic’s user friendly interface simplifies your work and enhances more productivity. The product has been designed keeping in mind the wealth management users and has a very straightforward approach, providing quick access to common features or tools. Easy to use and navigate, WealthMagic provides an intuitive interface that needs minimal explanation on how to use, saving your training time and making it a delightful experience for your investors.

Personalised Investor Mobile app

Provide your investors with an exclusive mobile experience, using the most modern features such as secured messaging and report sharing. We have designed each and every feature to lead customers to create their own uniquely suitable experience on the basis of their contact preferences. With Wealth Magic, you can customise the look and feel of the investor mobile app and choose to showcase widgets that are useful for the investors. Give your customers 24x7 access to wealth portfolio across all asset classes.

Distributor Mobile app

WealthMagic distributors can access their application anywhere anytime. You can now work on your mobile to do the tedious tasks while on the go, saving your precious time for more client interactions. WealthMagic is now in your pockets enabling you to various tasks like sharing reports, sending personalised greetings on Whatsapp and email, tracking customer request, and sending bulk email marketing campaigns while on the move.

Back Office Management

Manage Multiple Asset Classes

WealthMagic is a single platform which can help you drive your business across all asset classes such as Mutual Funds, Life Insurance, Non-Life Insurance, Postal Schemes, Stocks, FDs, Bonds, etc. It allows you to auto import data from various Registrars and brokers to manage all the customer investments in one single solution from where you can manage the entire wealth portfolio of your customers and do an effective CRM for their servicing needs. WealthMagic provides end to end functionality for managing complex multi-asset class businesses.

User Management

WealthMagic provides rich administration capabilities that let you manage your organisation's activities including managing users and their access levels. Management reporting on business is a key to any enterprise sales organization. In WealthMagic, you can define a complete hierarchical organization structure and assign data rights to each user in the organization

Business Operations

WealthMagic allows the distributors to manage the entire back end functionalities through the online application. Various business flows and workflows are automated in the backend of the WealthMagic to allow you do the business more effectively and efficiently. Available back office reports help to monitor your business in order to take right decisions.

Compliance

Data Reconciliations

WealthMagic automatically consolidates the information you need from thousands of custodians, funds and specific connections for automatic reconciliation and posting. With all the data now readily available, you can now complete the process such as trade settlement and deal confirmation, process transactions and position reconciliations more efficiently than ever before, freeing up staff to focus on higher value-added processes.

Brokerage Management

WealthMagic provides automation in the calculation and processing of invoices, accruals, accounting entries and cost allocation. The entire commission calculation and payment process is managed in a single flow. This is all powered by a processing engine specifically designed and configured for all aspects of commission and retrocession management, allowing for rapid, reliable and transparent data processing, calculations and real-time reporting.

Business MIS

Brokerage Analysis

AUM Based Reports

WealthMagic tracks your business data and so it becomes easier for us to generate various different types of reports for you. The AUM growth report is a classic example of a report which can help you track your business (AUM) growth. We also have AUM comparison report with drilled down information which helps you compare and see how the business has performed over the period of time. If you are more interested in sales performance across different asset classes, we have the business score card for you which give you in detail sales performance on a monthly basis.

Top 10 Customers

WealthMagic gives you the list of your top 10 premium customers based on AUM. This is crucial information for you to customise customer centric campaigns or privilege services for the premium group. This information is easily available for your relationship managers to further strengthen their ties with the customers and provide value added services.

Fund Performance Reports

Wealth-Magic provides you a complete historic view of all the funds, enabling you to do your analysis and make proper recommendations. You will find reports like NAV history and performance, AMC reports, Fund Asset allocation, Fund Performance and Fund History. You can further multiple funds to choose and recommend the right one as per the investors’ goals

Portfolio Reports

Get a comprehensive graphical view of your customers’ portfolio or drill down further to asset level for individual family members. This gives a clear picture to the investor of their missing investments and enables them to take an appropriate decision to diversify their portfolio.

Follow Up Reports

Stay a step ahead with the follow up reports from Wealth-Magic. Be proactive in sending reminders for upcoming SIP, SWP, STP transactions to your investors. Build a long term relationship with the customer by providing value added services.

WealthMagic is a part of the Fintso bouquet of solutions for modern financial advisors. It is a versatile technology platform providing back-office and front-office solutions simplifying complex business requirements for a financial advisory practice irrespective of its size. Our highly secure and flexible platform is user-friendly and intuitive, and helps bridge the gap between advisors and their clients through online transaction execution, robust reporting and the MyWealth app.

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We use technology, to deliver lasting business benefits for financial services companies, who want to embrace digital transformation and delight their customers.

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