Wealth Magic

ProductOverview

Comprehensive Mutual Fund Business Management
Life Insurance Module with data import from Visual Magic Pro
Portfolio Management of other Asset Classes – Stocks, PPF, Postal Schemes, Bonds, Fixed Deposits, Recurring Deposits, Bullion, Real Estate
Basic Non-Life Module
Pre-Sales module for MF and MF + Insurance combo sales
Online Portfolio Access for your customers on yourname.wealthmagic.in (e.g. www..pioneerinvest.wealthmagic.in)
MF Data import from Registrars, Other Brokers
Auto data import from MF Registrars
Document Management on Google Drive

AttractCustomers

Effective Sales Presentations in seconds
High Quality Advise to your Customers
Manage Business across Asset Classes

RetainCustomers

Create effective Goal based Financial Plans and Track them too
Integrated View of Customer Portfolio
Track Customer Services with Advanced CRM System

DelightCustomers

Online MF Transactions Buy / Redeem / Switch
Provide High Quality Advise to your Customers
Give Online Portfolio Access to your Customers

1ProductOverview
2AttractCustomers
3RetainCustomers
4DelightCustomers

Users Says

Mr. Vipin K. Lakra

Financial Planner

I am very happy with the innovative features of Fundz Magic. Though all features are very useful, the MIS section of this software has really helped me to monitor the portfolio of my customers as well as the productivity of the sales staff.

Mr. G. Arputharaj

Managing Director

I will like to thank you for the retirement planning part of the software where we can explain the inflation adjusted consumption requirements to the clients. In first five days of my marketing this concept, I am able to sell more than 2.5 lac worth of SIP. This would not have been possible without this tool. Now I have taken target of selling SIP worth Rs. 50 lac per month by 30/09/2008. Thank you for this tool.