How can I access products and value-added services available on Fintso through WealthMagic?

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 login page.
Once logged-in, complete your profile. Your personal information already available in WealthMagic is carried over and pre-populated.
Choose the add-ons you would like to purchase on the subscription page and complete the payment.

You can now start distributing products such as Global Investments, Fixed Deposits, and Equity Baskets.

The other WealthMagic users in your organization will now be able to see the Access Fintso button in their WealthMagic logins.

Related Articles
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. ...
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.
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.
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 the portfolio statements generated on WealthMagic contain the information of investments made through Fintso?
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.

Related Articles