If I update some details of any existing client on WealthMagic, will it reflect on Fintso?

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• 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.

• 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 data will be synced between WealthMagic and Fintso? Will this be a one-time sync or a regular activity?

  Your own profile and client data will be synced from WealthMagic to Fintso. Client data will include Clients (post merge), Groups (Families), and CRM Groups. To start off, your entire dataset will be synced in a one-time process. Going forward, we ...

• 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.

• 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.