I am a
Financial Advisor

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I am a
Stock / Insurance Broker

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I am a
Banker

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For
Wealth Management Firms

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Wealth-Magic is Ideal for Your Business

Smooth Business Engine

Providing Controls, Dashboards, Key metrics

Focus on Customers

Tools and Reports for customer service and delight

Productivity Improvement

Technology enabled Operational efficiency

Business Documentation

For Internal, External Audit, Due Diligence & Regulatory Compliance

Improve Digital Experience

Mobile App

Our mobile app provides investors to access their investment portfolio. You can easily personalise the user experience, from visual design to data visualisation.

01

Web Application

We deliver a complete wealth management package with your corporate website and customer portal. Open APIs allow easy integration and provide an amazing digital experience.

02

Drive your Business Growth with our Customised Services

Custom
Solutions

Need something additional to meet your business requirement? Our team is geared to further enhance the solution that caters to your business requirement.

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Third-Party
Integration

We connect your internal applications to provide a holistic view of your customers and their wealth management portfolios, giving you an extra edge to perfect your pitch.

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Platform
Implementation

Our team of experts help by providing assistance and guidance to develop implementation plans and to validate. migrate, and integrate WealthMagic Solution in your network.

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Training &
Support

We provide customised training program to increase application adoption and it's effective use, thereby improving customer success and your business revenues.

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What our Clients Say

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