Wylth

Wylth

A3 Tech (India)
LeadMethod Wylth

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LeadMethod:

About

LeadMethod is the master at distributor engagement. With more than 31,000 active reps on the system, we know exactly how to get their attention early and often using email nurturing programs. We not only engage distributors, we help them sell more. The days of limited data on your distributors is done. With LeadMethod you will have feedback from distributors on every lead and opportunity. You’ll have a complete picture of your channel sales pipeline and the performance of all distributors. Automate your lead capture and assignment, so your partners get leads fast, giving them the best chance of closing. We are masters at distributor engagement, so you know the status of your leads and opportunities. Help your distributors sell more by giving them the sales training and coaching they need, when following up on a lead. Full reporting on what happened with nearly every lead and opportunity, plus performance metrics on distributor sales reps.
Wylth:

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.
LeadMethod:

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
Wylth:

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
LeadMethod:

Audience

Companies looking for a Channel Management platform
Wylth:

Audience

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Wylth:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
LeadMethod:

API

Offers API Not Supported
Wylth:

API

Offers API Not Supported
LeadMethod:

Screenshots and Videos

Wylth:

Screenshots and Videos

LeadMethod:

Pricing

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

Pricing

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

Reviews/Ratings

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

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Wylth:

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
LeadMethod:

Training

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

Training

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

Company Information

LeadMethod
United States
leadmethod.com
Wylth:

Company Information

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

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Wylth:
Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software
LeadMethod:

Categories

Channel Management Supported
Wylth:

Categories

Wealth Management Supported
LeadMethod:

Channel Management Features

Campaign Management Not Supported
Channel Analytics Supported
Incentive Management Not Supported
Inventory Control Not Supported
Lead Management Supported
Opportunity Management Supported
Order Management Not Supported
Partner Management Supported
Product Management Not Supported
Reseller Management Supported
LeadMethod:

Integrations

WhatsApp Not Supported
Zoom Not Supported
Wylth:

Integrations

WhatsApp Supported
Zoom Supported
LeadMethod:
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Wylth:
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