Datacomp Fundz Magic - Client 2.0

Datacomp Fundz Magic - Client is the investor-facing companion to the Fundz Magic platform, designed by Datacomp Web Technologies. It gives clients of financial advisors and distributors a secure, consolidated view of their investments, so they can stay informed and engaged anytime, anywhere. Connect to your advisor’s Fundz Magic account to monitor your portfolio, track performance, and access key reports with ease.

Key features:

• Unified portfolio dashboard with up-to-date valuations
• Detailed holdings, folio- and family-level views
• Transaction history and SIP tracking
• Performance insights and asset allocation snapshots
• Downloadable statements and reports
• Alerts and reminders for important updates
• Secure sign-in with OTP and optional biometrics
• Easy communication with your advisor through the app

Note: Client access is enabled by your advisor or distributor. If your advisor uses Fundz Magic, ask them to provide your login credentials.

Datacomp Fundz Magic - Client is developed by Datacomp Web Technologies. The most popular version of this product among our users is 2.0. The name of the program executable file is FundzMagic.exe.