About My-Wealth
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...
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
Previous Versions
Here you can find the changelog of My-Wealth since it was posted on our website on 2016-12-30 06:21:53.
The latest version is 2.19 and it was updated on 2024-04-19 23:18:31. See below the changes in each version.
My-Wealth version 2.19
Updated At: 2022-05-11
Changes: May 11, 2022 Version 2.19
Bug Fixes and Enhancements
My-Wealth version 2.17
Updated At: 2022-01-07
Changes: Jan 7, 2022 Version 2.17
Brand new app with enhanced portfolio view and refined GUI for better user experience and performance.
My-Wealth version 2.16
Updated At: 2020-08-11
Changes: Aug 11, 2020 Version 2.16
# Bug fixes and some minor enhancements
My-Wealth version 2.15
Updated At: 2020-06-08
Changes: Jun 8, 2020 Version 2.15
# Insurance Summary - New Widget
# Cash Flow - New Widget
# Premium Calendar - New Widget
My-Wealth version 2.13
Updated At: 2020-03-30
Changes: Mar 30, 2020 Version 2.13
# Bug fixes and minor enhancements
My-Wealth version 2.12
Updated At: 2019-12-26
Changes: Dec 26, 2019 Version 2.12
# Enhancements in Video KYC Process
# Bug Fixes and few other enhancements
My-Wealth version 1.3
Updated At: 2016-07-16
My-Wealth version 2.16
Updated At: 1970-01-01
Changes: 2020年8月11日 Version 2.16
# Bug fixes and some minor enhancements
Disclaimer
Official App Store Link
We do not host My-Wealth on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
The App Store link for My-Wealth is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
If you have questions regarding this particular app contact the publisher directly. For questions about the functionalities of apps112.com contact us.
