최신 버전:
2.19 설치 하는 안전
2.19 설치 하는 안전
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
개요
My-Wealth 범주 비즈니스 Fintso개발한에서 프리웨어 소프트웨어입니다.
My-Wealth의 최신 버전은 2024-05-14에 발표 된 2.19. 처음 2024-05-14에 데이터베이스에 추가 되었습니다.
다음 운영 체제에서 실행 되는 My-Wealth: iOS.
My-Wealth 사용자 2 5 등급으로 평가 했다.
스크린샷 (클릭) 큰 볼
관련
CXO Genie
CXO Genie is a professional networking platform designed for senior executives and business leaders to connect, address real-time business challenges, and share insights on third-party consultants.
Devashish
Devashish offers a comprehensive solution for managing diverse financial needs through its advanced application, designed to help users maintain a holistic view of their financial portfolio, encompassing a variety of assets: Mutual …
ECS FINANCIAL
The ECS Financial mobile application, developed by ECS Financial Services (India) Private Limited, serves as a comprehensive tool for investors to monitor their investment portfolios and obtain information about ECS Financial.
FundExpert
Completely Paperless Process Experience a seamless investment journey where you can complete your transaction in just five minutes, without the need for physical paperwork.
GfK Performance Pulse
GfK Performance Pulse is a mobile-enabled dashboard designed for local sales managers, delivering weekly sell-out insights to support tactical decision-making away from the desk.
GROWFINN
GROWFINN is an investment tracking application designed to assist investors in monitoring their portfolios. The app offers insights into various investment products, including mutual funds and equity shares.최신 리뷰
|
WPS Office
WPS Office: 모든 요구 사항을 충족하는 다용도 오피스 제품군 |
|
AMD Software
AMD Software와 함께 그래픽 경험을 혁신하십시오 |
|
Intel Wireless Bluetooth
인텔 무선 Bluetooth로 원활한 연결 상태를 유지하십시오. |
|
Wondershare Filmora
Wondershare Filmora로 비디오를 영화 같은 걸작으로 변환하십시오! |
|
Audacity
Audacity 소프트웨어를 사용하여 쉽게 오디오를 편집하고 녹음하십시오. |
|
Python
Python을 사용한 효율적인 코딩 |
|
UpdateStar Premium Edition
UpdateStar Premium Edition으로 소프트웨어를 최신 상태로 유지하는 것이 그 어느 때보다 쉬워졌습니다! |
|
Google Chrome
빠르고 다재다능한 웹 브라우저 |
|
Microsoft Edge
웹 브라우징의 새로운 표준 |
|
Microsoft Visual C++ 2015 Redistributable Package
Microsoft Visual C++ 2015 재배포 가능 패키지로 시스템 성능을 향상시키십시오! |
|
Microsoft OneDrive
Microsoft OneDrive로 파일 관리 간소화 |
|
Microsoft Visual C++ 2010 Redistributable
Visual C++ 응용 프로그램 실행을 위한 필수 구성 요소 |
