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

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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.

• 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 ...

• 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 ...

• 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.

• 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 ...