Will the portfolio statements generated on WealthMagic contain the information of investments made through 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.

• 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.

• 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 ...

• 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 ...

• 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 ...