My-Wealth 2.19

Fintso ❘ Freeware ❘
iOS
out of 14 votes

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)

Secure and free downloads checked by UpdateStar

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

	Art Unlock Your Creativity with Art by Fogware Publishing
	8-Bit Armies Nostalgic Strategy Reimagined in 8-Bit Armies
	boxes Innovative Design Tool for Efficient Organization
	eduVPN Client Secure and Easy Access to Educational Networks with eduVPN Client
	o2 Cloud Seamless Cloud Solutions with o2 Cloud by O2-De
	Gorn Brutal Gladiatorial Combat in VR Delivers an Unforgettable Experience

Most Popular Downloads

	UpdateStar Premium Edition Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
	Microsoft Edge A New Standard in Web Browsing
	Google Chrome Fast and Versatile Web Browser
	Microsoft Visual C++ 2015 Redistributable Package Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
	Microsoft Visual C++ 2010 Redistributable Essential Component for Running Visual C++ Applications
	Microsoft OneDrive Streamline Your File Management with Microsoft OneDrive