Will the MyWealth App show my clients their investments on products which are available on Fintso and not on WealthMagic yet?
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.
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.
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 ...
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.
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. ...
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 ...