WylthA3 Tech (India)
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Related Products
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About
The cutting-edge wealth tech platform creates access to valuable industry resources and industry-leading capabilities. Advice, execution, monitoring, and reporting that truly sets you apart. Completely digitize your practice and get the tools that enable you to focus on your clients. Increase the share-of-wallet of clients by offering them access to investments in global stocks and ETFs. Share the success of your favorite global brands, unlocking opportunities for you through portfolio diversification. 53% of individual wealth in India is in the form of fixed deposits and savings. Investors look for a safe place to park funds, in a name they trust. Increase your wallet share by offering corporate FDs from one of the most respected brands in India. Address the growing need of clients to access the stock market. Unique baskets of Indian equities for your clients are executed seamlessly. Take care of your clients’ needs beyond investments.
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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.
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Platforms Supported
Windows
Not Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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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
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Audience
Wealth managers and advisors in need of a solution to improve the execution, monitoring, and reporting of investment operations
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Audience
Mutual fund distributors (MFDs), wealth managers, RMs, and investors.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Supported
Free Trial
Not Supported
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Pricing
₹10,000/month
Plans start at ₹10,000 per month.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationFintso
India
www.fintso.com
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Company InformationA3 Tech (India)
Founded: 2019
India
www.wylth.com
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Categories |
Categories |
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Integrations
WhatsApp
Not Supported
Zoom
Not Supported
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