Wylth

Wylth

A3 Tech (India)
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About

Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool. Our proprietary 4-step process aligns recommendations with investors’ risk profiles. Address suitability & know-your-product guidelines with over 20 different institutional-grade analytic metrics. Analytics is based on information from reliable third-party data providers (and even your own custom data feed) and can include mutual funds, ETFs, SMAs, stocks, segregated funds, and variable annuities. Analysis variables include timeframe, account inflows/outflows, distributions reinvestment, rebalancing thresholds, and account tax status. Build retirement plans with cash flows, asset accumulation/de-cumulation, success probability views, and more. Integrate life, critical illness, and disability insurance assessment with guided workflows.

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 Not Supported
iPad Not Supported
Android Not 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

Organizations in need of an all-in-one platform that increases financial advisor productivity

Audience

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

Support

Phone Support Supported
24/7 Live Support Not 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 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

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

Training

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

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Equisoft
Founded: 1994
Canada
www.equisoft.com/products/asset-allocation-analyze-for-advisors

Company Information

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

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Categories

Wealth Management Supported

Categories

Wealth Management Supported

Integrations

WhatsApp Not Supported
Zoom Not Supported

Integrations

WhatsApp Supported
Zoom Supported
Claim Equisoft/analyze and update features and information
Claim Equisoft/analyze and update features and information
Claim Wylth and update features and information
Claim Wylth and update features and information