Solution introduction
A private wealth management tool for desired individual to step into the investment advisory privileges as high net worth class
DIY private wealth online
WealthMagik is a private wealth management online service that is specially designed to help ordinary individuals manage their investments and finances by matching specific investor profiles with mutual funds that suit them best. The system can manage asset allocation and investment planning that retail investors can do by themselves, which adapt the wealth for the masses concept.
With the private wealth management tool, users can calculate their own personal financial status by following the professional wealth management procedures with complete fund information and tracking tools.
Investment and financial tools for investors online to build wealth such as:
- Risk Assessment Program (My IOS)
- Financial Planning Program (My Plan)
- Investment Information Search (My Screener)
- Investment Simulator (My Portfolio)
- Fund Alert Program (My Watchlist)
- Fund Trading Program (My Trade)
