My-Wealth 2.19
Free Version
Publisher Description
Investment Portfolio App for customers of WealthMagic registered Financial Advisors.
MyWealth is a state of the art investment & insurance portfolio management app which a financial advisor can provide to his customers (please note that your advisor must be a registered user of WealthMagic)
With MyWealth app, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.
Here are some of the many features of the MyWealth app:
• Get a summary view of the current status of your investments across asset classes
• Get a summary view of the insurance cover of all members in your family
• Drill down to full detail
• View Upcoming portfolio events
• Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
• Buy / Redeem / Switch Mutual Funds online from any AMC
• Get best in the class MF advisory
• Raise a service ticket to your advisor
• Host of useful financial calculators to help you plan your short term and long term financial goals
• Digital Vault – access your important documents anytime from your Smartphone
• Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
• Track small saving investments like PPF, NSC, KVP, FD, RD etc.
• Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.
May 11, 2022
Version 2.19
Bug Fixes and Enhancements
About My-Wealth
My-Wealth is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops My-Wealth is Fintso. The latest version released by its developer is 2.19. This app was rated by 3 users of our site and has an average rating of 3.7.
To install My-Wealth on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2022-05-11 and was downloaded 183 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the My-Wealth as malware if the download link is broken.
How to install My-Wealth on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the My-Wealth is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After My-Wealth is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
