Wealth Magic 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.
We realize that while you may be engaged in a variety of financial services businesses, your customer across all these businesses is more or less common. Hence you need a single solution from where you can manage the entire wealth portfolio of your customers and do an effective CRM for their servicing needs.
WealthMagic is a perfect answer to the demands of your business. It provides end to end functionality for managing complex multi-asset class businesses
Comprehensive Insurance Chart
Cash Flow Chart
Policy Fact Sheet
Premiums Due and Outstanding List
Survival Benefit & Maturities