Over the past month, we’ve rolled out a series of impactful updates across the Wealthy Partner App and web dashboard designed to make it easier and faster for you to serve your clients.

And we’re just getting started. More enhancements are on the way. Read on to know more:

‘Select All Dates’ Feature

With just one click, all SIP days can now be selected at once. This speeds up the process and is especially helpful when setting up daily SIPs, reducing the number of clicks.

The improvement also supports STP and SWP setups that require similar date selection.

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Download Policy Info

This feature in health insurance enables you to download the crucial information of a plan displayed on the policy page like benefits, features, highlights, etc.

Just click on:

‘Share Icon’→ ‘Share Plan’→ ‘Selected Plan’ → ‘Download Button’

Resources Section

You can now conveniently access free resources like tools, pitch deck and more, under the ‘Learn with Wealthy’ section on the App.

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Upcoming updates:

Automated review of Mutual Fund Tracker
Tool to plan your client’s future finances

We hope you take full advantage of these updates and stay tuned for more exciting enhancements coming your way.

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