My-Wealth 2.19

Fintso ❘ Logiciel gratuit ❘
iOS
hors 14 votes

Dernière version
2.19 Coffre-fort à installer

MyWealth is an advanced investment and insurance portfolio management application designed for clients of WealthMagic registered Financial Advisors. Please note that your advisor must be a verified user of WealthMagic to access this app.

With the MyWealth app, users can monitor various aspects of their portfolios to stay informed about the latest updates and assist in making informed decisions regarding investment re-balancing, profit realization, or loss prevention. Some key features of the MyWealth app include:

Summary view of current investment status across asset classes
Overview of the insurance coverage for all family members
Detailed breakdown of investments
Upcoming portfolio events display
Alerts for important events such as life insurance premium deadlines, general insurance renewals, SIP schedules, FMP maturity, and more
Online purchase, redemption, or switching of Mutual Funds from any AMC
Expert Mutual Fund advisory services
Creation of service tickets for your advisor
Financial calculators to aid in planning short-term and long-term financial goals
Digital Vault for secure access to essential documents from your smartphone
Inclusion of major General Insurance categories like Health, Motor, Fire, and others
Tracking of small saving investments such as PPF, NSC, KVP, FD, RD, and more
Management of investments in Stocks, Bonds, Bullion, Commodities, and other avenues

Vue d'ensemble

My-Wealth est un logiciel de Logiciel gratuit dans la catégorie Affaires développé par Fintso.

La dernière version de My-Wealth est 2.19, publié sur 14/05/2024. Au départ, il a été ajouté à notre base de données sur 14/05/2024.

My-Wealth s’exécute sur les systèmes d’exploitation suivants : iOS.

Utilisateurs de My-Wealth a donné une cote de 2 étoiles sur 5.

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Dernière version
2.19

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