Manage Multi Asset Business
Create your own Website
We help you create your own website focused on your branding and message. We have thousands of templates to choose from which are created based on inputs.
It provides you various features:
Inbuilt Sales & Marketing tools
Robo Advisory Platform
Advanced CRM System
Wealth-Magic’s advance CRM tools helps to track all service requests and ensure timely action to keep customer ever happy. Your customers, via their mobile app or web login can send service requests to you / your office. A dashboard on your home page will keep you updated about all such service requests and help respond to them in a timely manner.
Wealth-Magic’s powerful CRM Centre will keep you in control of entire information of your customer from one single page.
From the CRM Centre page you can do the following
Create Sales Presentations
Manage Customer details
View Portfolio
Review Financial Plans
Online MF Orders
Manage all documents
Manage tasks and services
View upcoming portfolio
Enable Sub-broker Network
Quick Sales Presentations
Close your sales faster with impact creating personalised sales illustrations and goal based wealth creation plans. Choose from over a dozen sales illustrations
Datacomp has a proven track record of creating high impact creating sales illustrations that has helped thousands of financial professionals close big ticket business with their customers.
Our revolutionary Sales illustrations are weaved with goal based sales pitches such as
Child Career Planning (Ultra Child Secure)
Retirement Income Planning (Ultra Retire)
Wealth Creation
Among many other
Goal based Financial Plans
Deliver highest level of investment satisfaction to your customers by using our Goal based financial plans. Create comprehensive yet very concise goal based plans for your customers. Capture existing provisions made towards a goal and identify the gap. Recommend a investment plan based on the risk profile of the customer. Track and review the plan performance and get advice for corrections to be made in case of deviations.
High Quality Advise
Reinvent Business-Client Relationship
Online Portfolio Access
Create that professional image by giving the best experience to your customers! Boast about your 24 x 7 office by giving your customers an online access to view and manage theirwealth portfolio via your website or your mobile app for your customers.
Here are some of the many features of the Wealth-Magic customer application:
Third-party Integration
Wealth Management Integration layer is set of well defined APIs and controls to consolidate and store data from multiple systems.
Configuration
Organization Hierarchy
Performance
Business Agility