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

EaseUS Backup Center EaseUS Backup Center
EaseUS Backup Center: Centralized Backup Management for Business
E EaseUS PDF Converter
EaseUS PDF Converter: Ein vielseitiges Tool zur PDF-Konvertierung
Dr. Folder Dr. Folder
Dr. Folder by YL Computing: Simplified Folder Management Tool for Windows
SoftOrbits Photo Background Remover SoftOrbits Photo Background Remover
SoftOrbits Photo Background Remover: Simplified and Effective for Editing Product Photos
SolidWorks SP04.1 SolidWorks SP04.1
SolidWorks SP04.1: A Comprehensive CAD Solution for Engineers and Designers
Home Assistant Home Assistant
Home Assistant: Your All-in-One Smart Home Solution
UpdateStar Premium Edition UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
Microsoft Edge Microsoft Edge
A New Standard in Web Browsing
Google Chrome Google Chrome
Fast and Versatile Web Browser
Microsoft Visual C++ 2015 Redistributable Package Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
Microsoft Visual C++ 2010 Redistributable Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications
Microsoft OneDrive Microsoft OneDrive
Streamline Your File Management with Microsoft OneDrive

Latest Updates


ImageMagick 7.1.2

ImageMagick: Your Ultimate Image Editing Tool

Belarc Advisor 13.1

Belarc Advisor: Your Ultimate System Management Tool

Wavepad 20.35

Wavepad: Edit Your Audio with Ease

TeraCopy 4

TeraCopy: Enhance your file copying experience!

Directory Opus 13.17

Maximize File Management Efficiency with Directory Opus

ProtonVPN 4.2.1

Stay Secure and Private Online with ProtonVPN