List of user reviews and ratings for WealthMagic Advisor
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User Reviews
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| Date | Author | Rating | Comment |
|---|---|---|---|
| 2024-12-03 | (1)Slow Speed on open (2)Portfolio report only summary & only as on dt. available, not custom date or not FYWISE (3)MFD Dashboard is jst Total AUM & Amt. showing, No Drill Down to AMC wise, scheme wise, client wise (not useful if we want any action) (4)Capital Gain only current Yr ( Prev. Yr,Prev. FY not available) (5)All profit past realised mixed showing with current Unrealised investment which creates harrassment to client & not showing actual fund wise investment and actual fund wise profit | ||
| (1)Slow Speed on open (2)Portfolio report only summary & only as on dt. available, not custom date or not FYWISE (3)MFD Dashboard is jst Total AUM & Amt. showing, No Drill Down to AMC wise, scheme wise, client wise (not useful if we want any action) (4)Capital Gain only current Yr ( Prev. Yr,Prev. FY not available) (5)All profit past realised mixed showing with current Unrealised investment which creates harrassment to client & not showing actual fund wise investment and actual fund wise profit | |||
| 2023-10-03 | Pls don't and never take this software for your MF business worst app DATA NOT UPDATE FROM PREVIOUS 2 TO 3 MONTHS, I COMPLAIN THIS ISSUE REGARDING 10-15 TIMES ON A TOLL FREE NO,BUT ALWAYS YOUR EXECUTIVE DO WITH ANYDESK AND SAID THAT YOUR DATA UPDATED WITHIN HALF N HOUR BUT I CHECK AFTER THE GIVEN TIME MY DATA NOT UPDATED. YOU GUYS MAKE ME FOOL EVERYTIME MY ONE BIG MISTAKE IS THAT I TAKE A SUBSCRIPTION OF YOUR WORST SOFTWARE | ||
| Pls don't and never take this software for your MF business worst app DATA NOT UPDATE FROM PREVIOUS 2 TO 3 MONTHS, I COMPLAIN THIS ISSUE REGARDING 10-15 TIMES ON A TOLL FREE NO,BUT ALWAYS YOUR EXECUTIVE DO WITH ANYDESK AND SAID THAT YOUR DATA UPDATED WITHIN HALF N HOUR BUT I CHECK AFTER THE GIVEN TIME MY DATA NOT UPDATED. YOU GUYS MAKE ME FOOL EVERYTIME MY ONE BIG MISTAKE IS THAT I TAKE A SUBSCRIPTION OF YOUR WORST SOFTWARE | |||
| 2023-02-20 | long time user . Present version Very bad for advisors 1stly why we use this app to pay large amount of fees?all of investors detail update in app and get it's any time when we need but no relevance this app,update version no views own client details update policy also vogus . Immediately check and change and usefull for advisors or we are shifting to other products. | ||
| long time user . Present version Very bad for advisors 1stly why we use this app to pay large amount of fees?all of investors detail update in app and get it's any time when we need but no relevance this app,update version no views own client details update policy also vogus . Immediately check and change and usefull for advisors or we are shifting to other products. | |||
| 2021-10-16 | Very poor, especially onboarding process is very slow. It does not work most of the time. Very bad experience. | ||
| Very poor, especially onboarding process is very slow. It does not work most of the time. Very bad experience. | |||
| 2021-10-08 | You guys r very poor in updations..following your old process..App data taking much time in loading..may we can use best phones..but apps hv issues, wealth magic ho ya my wealth pro..all nuisance..no corrective responses from ur headquarters | ||
| You guys r very poor in updations..following your old process..App data taking much time in loading..may we can use best phones..but apps hv issues, wealth magic ho ya my wealth pro..all nuisance..no corrective responses from ur headquarters | |||
| 2021-10-07 | Very slow app it is time for datacomp to think and update the app and come out with new features after discussing with few distributors what exactly distributors need | ||
| Very slow app it is time for datacomp to think and update the app and come out with new features after discussing with few distributors what exactly distributors need | |||
| 2021-07-26 | Very poor backend support. Pages take forever to load/refresh. UI/UX is not user friendly. | ||
| Very poor backend support. Pages take forever to load/refresh. UI/UX is not user friendly. | |||
| 2021-07-21 | Overall so so. No new updated for long time. Greetings message via Whatsapp issue not yet resolved. | ||
| Overall so so. No new updated for long time. Greetings message via Whatsapp issue not yet resolved. | |||
| 2021-03-26 | Greetings library is very limited, are more then one year old, one can't send same greeting year after year, and that 4 members in family will get same graphic card repeated. update the library with new graphics please | ||
| Greetings library is very limited, are more then one year old, one can't send same greeting year after year, and that 4 members in family will get same graphic card repeated. update the library with new graphics please | |||
| 2021-03-10 | Best app for investment and investment tracking purpose as well as it has a good goal mapping systems. Love this app . | ||
| Best app for investment and investment tracking purpose as well as it has a good goal mapping systems. Love this app . | |||
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