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

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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.

• 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.

• 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 ...

• 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 ...

• 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.