Boost Your Growth Engine With Effective Client Relationship

Enhance Customer
Relationships

Wealth-Magic's robust CRM feature provides you with holistic information about your clients and enables you to nurture client and prospect relationships to drive sales and sustain long-term profitability.

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Boost Sales
& Marketing

In-built CRM and marketing tool helps you carry out customer campaigns and lead generation campaigns, giving you a complete view of your campaigns performances.

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Goal Based
Financial Planning

With WealthMagic, you can personalise and recommend advice on the tailor made portfolio for every financial goal of the client.

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MyWealth App

eCRWealth

Our pricing is customised in various package depending on your set up.
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What our Clients Say

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