Expand Business

Expand your business with in-built sales-marketing capabilities.

01

Reinvent Business-client Relationship

Reinvent Business-client Relationship
  • Take advantage of an attractive, professional and customizable sales-oriented application to show your investors an up-to-date performance review of their investments
  • Wealth-Magic Mobile App delivers a large range of analytics to cover everything you need. With it, achieving more in your investor meetings just becomes so much easier
02

Cross-Selling Opportunities

Cross-Selling Opportunities
  • Wealth-Magic’s Mobile App is a versatile multi-channel platform, which has been designed to be accessed anywhere: tablets and web client offer the same accessible interface
  • Our solution increases the productivity of your investor-facing staff by reducing their administrative tasks
  • It enables advisors to focus on what’s important: higher value-added services that increase revenue and deepen client relationships
  • The results can be seen in solutions which deliver both a substantial reduction in the cost-to-serve and an increase in cross-selling opportunities
03

Advise Through Analytics and Reports

Advise Through Analytics and Reports
  • Why not give an even more amazing impression to your investors
  • Our web client platform and tablet application provide relationship managers with a 360° overview of their customers portfolios valuation, performance, future cash flows, and personal reports
  • With Wealth-Magic you can export, print or share all the analytics and reports you need to with a single click of a button
04

Transparency For Investors

Transparency For Investors
  • Give your investors an amazing digital experience
  • The digital portal and mobile app provide investor to access their investment strategy
  • The application configuration lets you easily personalize the user experience, from the visual design to data visualization, and available reports and fact sheets
01

Manage Organization Hierarchy

Manage Organization Hierarchy
  • Team management is a crucial task while working with distributed teams
  • With Wealth-Magic you can now manage your teams and define various roles to replicate the organizational hierarchy and accordingly manage their access
  • Wealth-Magic also provides rich administration capabilities that let you manage your organization’s activities including managing users and their access levels
02

Track
Business

Track Business
  • With Wealth-Magic you can now manage or watch business across different locations/teams from a centralized location
  • The application gives you a crystal view of the entire organization
03

Measure Business Performance

Measure Business Performance
  • Wealth-Magic gives the admin a complete view of the business performance and allows you to drill down further to evaluate the performance on a single click
  • The application provides reports for payout as per roles
04

User Based Reporting

User Based Reporting
  • Wealth-Magic provides you complete control of the reports accessible by various users
  • We provide reports that give a 360° overview of their customers’ portfolios valuation, performance, future cash flows, and personal reports
  • With Wealth-Magic you can export, print or share all the analytics and reports you need to with a single click of a button
05

Enable your Sub-broking Network

Enable your Sub-broking Network
  • Give your sub-brokers access to manage their own customers using the same Wealth-Magic application which is further customized and streamlined for their use
  • This enables you to provide a unified digital experience across sub-brokers while maintaining your own branding
  • The application configuration lets you easily personalize the sub-broker modules in terms of user experience, from the visual design to data visualization, and available reports and fact sheets
06

Bird View of Your Sub-brokers

Bird View of Your Sub-brokers
  • Wealth-Magic provides an end to end advanced module to manage your sub-brokers based distribution model
  • This module helps you to leverage Wealth-Magic’s capabilities for each broker enabling them to function independently through a secured login
  • The admin users get a 360° view of customer portfolios, fund performance, and analysis, recommendations etc
01

Third-party Integration

Third-party Integration

Wealth Management Integration layer is set of well defined APIs and controls to consolidate and store data from multiple systems.

  • This integration layer offers a fast, simple and structured way for multiple systems to communicate data with each other.
  • Enabling ease of integration to delivery channels.
  • Integration of in-house and third party applications
  • Offers a uniform interface to interact with Standardised data push/pull interfaces for systems and data gateways
02

Configuration

Configuration
  • The Integration layer is built on principal of configuration over customisation allowing rapid deployment of changes without business downtime.
  • Consolidation of data across front, mid and back offices.
  • Perform normalisation, de-duplication to improve quality of data
03

Monitoring

Monitoring
  • The Integration layer has robust audit, logging, tracking and monitoring capabilities to support quick troubleshooting and management reporting.
  • Using standards for reporting via integration layer
04

Performance

Performance
  • The Integration layer is high availability system design supporting large transaction volumes with best in class performance & minimal response Time
05

Business
Agility

Business Agility
  • Investment data integrations across the enterprise
  • Unified layer that enables processing multiple asset classes
  • Enforce consistency across the data shared

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