Скачать или смотреть How to Track your Client's Investments | Wealthy Web App

This video explains how to sync your client's investments to the Wealthy App and the different methods you can use to track their investments.

About us :

Wealthy.in is a Digital Wealth Management platform started by IIT-IIM alumni. We currently service ~1,000 crores of assets through our advisors.

We offer 100+ financial products for retail customers across three categories, namely Investing, Insurance, and Loans. All powered by a digital platform, backed by high-quality research to help you serve clients and earn for yourself.

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Our Achievements:
The first company to do online KYC without paper
The first company to offer online custom made portfolios
The first company to launch online aggregation of investment and other financial data

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