Can I enable the client app 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 on Fintso through RTA feeds.
Will the MyWealth App show my clients their investments on products which are available on Fintso and not on WealthMagic yet?
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.
If I update some details of any existing client on WealthMagic, will it reflect on Fintso?
Any change to the personal details or KYC data on WealthMagic will not be updated in Fintso. This is to ensure that there is no misrepresentation of data in case the same underlying data was used to enable a product on Fintso. Any changes to ...
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.
What products can I offer to my clients from Fintso?
You can offer products like Equity Baskets, Global Investments and Fixed Deposits through an end-to-end online execution process. If you wish, you can also upload your Mutual Funds data into Fintso and enable online execution through BSE StAR MF. ...
Can I use Fintso to execute Mutual Fund Transactions for my clients after the migration?
Currently, Folios, Transactions or any other Mutual Fund related data points will not be imported from WealthMagic into Fintso. This may be offered in the future. However, you can enable Mutual Funds on Fintso by verifying your ARN and then can ...