Will clients created in Fintso reflect in WealthMagic automatically?
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.
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 ...
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 ...
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.
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 ...
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.