Can I use Fintso to execute Mutual Fund Transactions for my clients after the migration?

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• I am already using both Fintso and WealthMagic for my business. Will my data be duplicated via the migration process?

  No, your data will not be duplicated. We have built checks to ensure that clients with the same PANs do not get created again in Fintso. In case there are clients without PAN available in WealthMagic, they will only be created in Fintso if their ...

• 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 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 ...

• Will clients created in Fintso reflect in WealthMagic automatically?

  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.

• Will all my families and CRM groups available in WealthMagic be created in Fintso as a part of this migration?

  There is a slight difference in the terminologies used. WealthMagic Fintso Groups Families CRM Groups Groups All your Families and CRM groups which have at least 2 members will be created in Fintso as a part of this migration.