My-Wealth 2.19

My-Wealth 2.19

Fintso – Freeware – iOS
out of 14 votes
Latest Version
2.19
Safe to install

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

Overview

My-Wealth is a Freeware software in the category Business developed by Fintso.

The latest version of My-Wealth is 2.19, released on 05/14/2024. It was initially added to our database on 05/14/2024.

My-Wealth runs on the following operating systems: iOS.

Users of My-Wealth gave it a rating of 2 out of 5 stars.

Screenshots (Click to view larger)

Related


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 …

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.

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.

LKP My Office

Official back-office mobile application designed for clients registered with LKP. This app allows users to access the Backoffice system and monitor their investments in the Indian Equity, Derivatives, Commodities, and Currency markets.

Precise Image

My experience at Precise Image was marked by a commitment to customer satisfaction and professional expertise. The artist behind the studio prioritizes creating an environment where clients feel completely at ease, offering complimentary …
Secure and free downloads checked by UpdateStar

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

N Necesse
Necesse: A Unique Blend of Adventure and Strategy
iSpy package installer iSpy package installer
Unlock Your Surveillance Potential with iSpy Package Installer
V Validity Sensors PBA DDK
Precision and Security Redefined: Validity Sensors PBA DDK
D DVR Standardizzato
Streamline Your Data Management with DVR Standardizzato
Q Quran Kemenag in Ms Word
Streamline Quranic Studies with Quran Kemenag in MS Word
NetSetMan NetSetMan
Efficient Network Profile Management with NetSetMan
UpdateStar Premium Edition UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
Microsoft Visual C++ 2015 Redistributable Package Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
Microsoft Edge Microsoft Edge
A New Standard in Web Browsing
Google Chrome Google Chrome
Fast and Versatile Web Browser
Microsoft Visual C++ 2010 Redistributable Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications
Microsoft Update Health Tools Microsoft Update Health Tools
Microsoft Update Health Tools: Ensure Your System is Always Up-to-Date!

Latest Updates


指指通會話 臺灣華語-日本 touch&talk LITE 4.4.0

The popular series surpassing 5.1 million copies sold, the "Yubisashi Travel Conversation App," derived from the renowned "Yubisashi Travel Conversation Book," extends its functionality beyond simple gesture-based communication tools.

Fung Shui GPS 3.0

Dragon Feng Shui 2012 offers an application of traditional Chinese compass principles to identify optimal Feng Shui locations.

Sranan Taki 2.1

Review of Sranan Taki App The Sranan Taki application offers a promising platform for users interested in exploring Surinamese culture and language.

Marie Claire Maison 7.7

Marie Claire Maison offers a captivating and inspiring experience for those seeking to create a beautiful, lively, and welcoming home.

iMapIt Pro 4.1

This application leverages the GPS functionality of your iPhone or iPad to facilitate the mapping, measurement, and recording of locations that are significant to you.

Climbing Knots 1.6

Climbing Knots presents a comprehensive guide to fifteen essential knots, loops, bends, and hitches commonly used in climbing activities.