Wylth

Wylth

A3 Tech (India)
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About

Easily trade and manage investments with Schwab support. Trade stocks, options, bonds, mutual funds, ETFs, and other financial products. Use Schwab.com and the Schwab mobile app4 to conveniently manage your account. Get online tools to screen and evaluate investments, develop a plan, and more. Call our financial professionals anytime. Plus get local support at a branch near you. Use our web, software, and mobile platforms designed for trading. Hone your existing trading skills or learn a new one. Access a team of professionals who share your passion for trading. Use your finger, face ID or preset passcode to quickly check your portfolio balance (including non-Schwab accounts), holdings and statements. Deposit checks into your eligible Schwab Bank or Schwab brokerage and IRA accounts by snapping a few photos. See your positions at a glance. Trade stocks, ETFs, mutual funds, and options.

About

Wylth is a mutual fund software platform for mutual fund distributors (MFDs) in India. It combines a configurable dashboard, CRM with Excel-style filters, a multi-client transaction cart for mutual-fund purchases, switches and redemptions, an Investor App, Research 360 (MF Screener, Market Signals, MF Compare and Baskets), Wylth AI, Client Pulse churn alerts, brokerage and net-sales reports, scheduling and client-engagement tools. Distributors can import external national-distributor holdings and manage client records, transactions and reporting in one place. The multi-asset platform also includes fixed deposits, pre-IPO investments, insurance and loans, with portfolio reporting, BSE StAR MF, NSE MF and MFU integrations, and white-label customer portals and mobile apps.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Anyone seeking for a trading platform to trade stocks, options, bonds, mutual funds, ETFs, and other financial products

Audience

Mutual fund distributors (MFDs), wealth managers, RMs, and investors.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

₹10,000/month
Plans start at ₹10,000 per month.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 3.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Almost nothing. TD Ameritrade was way superior. Schwab android phone app is garbage. Sorry nothing positive to say

Cons

  • With multiple accounts you do not know how much total you have invested at any given time. No summary like on web. Does not total day's gain/loss in addition to daily. You will get logged out mid trade. No earnings/events calendar like TDA. No pre or post market action on your accounts. Doesn't update positions immediately - if your lucky a swipe resets. App doesn't stay open all day - multiple logins even when you aren't being thrown out mid trade. No historical tables of balances. Not half as intuitive as TDA -this app was made for your grandpa

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Charles Schwab
Founded: 1973
United States
www.schwab.com/brokerage

Company Information

A3 Tech (India)
Founded: 2019
India
www.wylth.com

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Categories

Categories

Wealth Management Supported

Integrations

APS Payroll Supported
Atlas Trade AI Supported
Financial Tech Wiz Trading Journal Supported
Jorg AI Supported
Maxima Supported
Motileo Supported
Netchex Supported
Obol Supported
PinkLion Supported
Portfolio 360° Supported
Provisian Supported
Riskalyze Supported
SmartOffice Supported
The Dividend Tracker Supported
The Scalpers Journal Supported
TradeZella Supported
TradersPost Supported
Utluna Supported
WhatsApp Not Supported
Zoom Not Supported

Integrations

APS Payroll Not Supported
Atlas Trade AI Not Supported
Financial Tech Wiz Trading Journal Not Supported
Jorg AI Not Supported
Maxima Not Supported
Motileo Not Supported
Netchex Not Supported
Obol Not Supported
PinkLion Not Supported
Portfolio 360° Not Supported
Provisian Not Supported
Riskalyze Not Supported
SmartOffice Not Supported
The Dividend Tracker Not Supported
The Scalpers Journal Not Supported
TradeZella Not Supported
TradersPost Not Supported
Utluna Not Supported
WhatsApp Supported
Zoom Supported
Claim Charles Schwab and update features and information
Claim Charles Schwab and update features and information
Claim Wylth and update features and information
Claim Wylth and update features and information