My-Wealth 2.19

Fintso – Freeware – iOS
av 14 röster

Senaste versionen
2.19 Säkert att installera

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

Översikt

My-Wealth är en Freeware programvara i den kategorin Företag utvecklats av Fintso.

Den senaste versionen av My-Wealth är 2.19, släppt på 2024-05-14. Det lades ursprungligen till vår databas på 2024-05-14.

My-Wealth körs på följande operativsystem: iOS.

Användare av My-Wealth gav det betyget 2 av 5 stjärnor.

Screenshots (Klicka för större)

Relaterade produkter

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 …

Senaste versionen
2.19

Säkert och gratis nedladdningar kontrolleras av UpdateStar

Håll dig uppdaterad
med UpdateStar freeware.

Senaste recensionerna

	RS Photo Recovery Enkel fotoåterställning med RS Photo Recovery
	3DEXPERIENCE Marketplace for SOLIDWORKS Revolutionera din designprocess med 3DEXPERIENCE Marketplace för SOLIDWORKS!
	File Magic Lås upp kraften i alla filformat med File Magic!
	CMS400 Effektivisera din innehållshantering med CMS400 från Elektronikko LLC
	MSI APP Player Maximera din spelupplevelse med MSI APP Player!
	Code::Blocks Kod::Block: En robust IDE för C/C++-utveckling

Populäraste nerladdningar

	UpdateStar Premium Edition Att hålla din programvara uppdaterad har aldrig varit enklare med UpdateStar Premium Edition!
	Microsoft Visual C++ 2015 Redistributable Package Öka din systemprestanda med Microsoft Visual C++ 2015 Redistributable Package!
	Microsoft Edge En ny standard för webbsurfning
	Google Chrome Snabb och mångsidig webbläsare
	Microsoft Visual C++ 2010 Redistributable Viktig komponent för att köra Visual C++-applikationer
	Microsoft Update Health Tools Microsoft Update Health Tools: Se till att ditt system alltid är uppdaterat!