Can I access Fintso through the WealthMagic Advisor app?
Can I access Fintso through the WealthMagic Advisor app?
No, the two apps – Fintso Partner and
WealthMagic Advisor – are separate. Once you complete the subscription process
on a laptop or desktop device, you can download
the Fintso Partner app and start transacting.
Please see the video below: Begin your journey by logging into the admin user of your WealthMagic account on a laptop or desktop device Click on the Access Fintso button at the top right of your window. This will open a new window with the Fintso ...
No. The sync enabled is to ensure that your clients in WealthMagic are made available in Fintso. Clients created in Fintso will not reflect in your WealthMagic account.
As of now, the Fintso client app will show portfolio related to products such as Equity Baskets, Global Investments and Fixed Deposits. These data points will not be shown in the MyWealth app.
No, the data of investments done on Fintso will not be pushed to WealthMagic. However, popular WealthMagic report formats will soon be available on Fintso.
Yes, you can enable the Fintso client app for your investors irrespective of whether they are already using the MyWealth app or not. On the Fintso app, your clients can track investment made through Fintso and their Mutual Fund portfolios if updated ...