Enhance Customer Relationships

01

Exceptional Customer Experience

Exceptional Customer Experience
  • Our holistic, modular and multi-channel solution manages your back-office as well as the front-office operations
  • It helps you focus on areas where you can add most value right from the start
  • WealthMagic’s modules are ready-to-use, easy to set up and user-oriented
  • Our users can focus on areas where they can add most value: strategy, investment performance and building strong client relationships
02

24/7
Service

24/7 Service
  • Our digital Customer Portal and mobile app allow you to serve your investors whenever they request it, wherever they are with a unique digital experience
  • Our solutions have drawn their inspiration from best-in-industry B2C applications to offer each individual customer the transparent and tailored investment advice
  • We offer a customizable multi-channel solution with a sleek interface
03

CRM

CRM
  • Our 30 years of experience in the industry has taught us that client success drives your own success
  • Our CRM tool helps you track and manage investor’s investment goals and objectives, investment constraints, and preferences
  • You can also set monitor and contact preferences (including reporting and sales-marketing) so that your relationship with the client matches their requirements
04

Self-Branded
Solution

Self-Branded Solution
  • WealthMagic’s white label solution allows you to increase your brand reputation with a high quality, easy to use digital application
  • You can customize the functioning, look and feel of your whole system just the way you want it and add more emphasize on your branding
  • The extensive access management provides you control to add/remove features for your investors on the digital portal and mobile app
  • The dashboard and reports are highly customizable based on your requirement
05

Personalized
Customer
Relationship

Personalized Customer Relationship
  • With WealthMagic, you have everything you need to create perfect relationships
  • Provide each individual customer with an exclusive digital relationship experience using the most modern features, such as secured messaging through various channels (Text messages, push notifications and email), and report sharing
01

Grow
Business

Grow Business
  • Our digital solution provides 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
02

Attract New Prospects

Attract New Prospects
  • Wealth-Magic is a versatile multi-channel platform, which has been designed to be accessed anywhere: tablets, mobiles or laptops with the same accessible interface
  • We help you create your own website focussed on your branding and message
  • We have thousands of templates to choose from, which are created based on client inputs
  • Our platform provides you various interactive frontend features to engage with prospects and increase your conversion rates
03

Robo Advisory

Robo Advisory
  • Wealth-Magic provides users with the ability to suggest the most suitable investment strategy and asset allocation for each and every client
  • With Wealth-Magic, you can trade recommended investments to portfolios with a single click and gain instantaneous profiles of newly-adjusted portfolios
  • Get instant access to each individual client’s portfolio with 360° overview enabling you to make relevant financial suggestions
04

Financial Calculators

Financial Calculators
  • Financial calculators that help 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 customize their portfolio
01

Goal Based Financial Planning

Goal Based Financial Planning
  • With Wealth-Magic’s Robo advisory service, personalize and recommend your advice on the tailor-made portfolio for each financial goal
  • Work with your investors 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 customers by helping them manage their wealth to achieve their desired goals
02

Personal Dashboard

Personal Dashboard
  • Wealth-Magic provides you a personalized dashboard that keeps you up to date with a 360° overview of daily tasks, notifications, and recent activities
  • Wealth-Magic 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
  • Wealth-Magic allows you to analyze all your investments options
  • Select the best asset allocation for your portfolio’s risk profile taking into account extreme events
03

360° Overview of Reports

360° Overview of Reports
  • Wealth-Magic 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 provides 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
  • 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

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