Wylth

Wylth

A3 Tech (India)
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About

Phoenix Systems is a fintech software development company founded in 1981, is the preferred partner to provide robust, flexible and cost-effective software solutions to the global financial services industry. Our software solutions include; mutual fund transfer agent and shareholder recordkeeping, mutual fund sub-accounting and mutual fund trading, settlement and reconciliation. As a seasoned fintech software developer, we provide powerful solutions tailored to meet your business's unique needs. All our offerings are rules-based and modular in design, boasting the ability to swiftly adapt to evolving customer demands. With a client roster that includes industry-leading global financial service firms, Phoenix Systems has a proven track record of delivering complex software solutions for the financial services sector.

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

Financial companies

Audience

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

Support

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

No images available

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 Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Phoenix Systems
Founded: 1981
United States
www.phoenix-systems-inc.com

Company Information

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

Alternatives

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GoDigital

GoDigital

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FIX Flyer
OneTick

OneTick

OneMarketData
Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software

Categories

Finance Supported

Categories

Wealth Management Supported

Integrations

WhatsApp Not Supported
Zoom Not Supported

Integrations

WhatsApp Supported
Zoom Supported
Claim Phoenix Systems and update features and information
Claim Phoenix Systems and update features and information
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Claim Wylth and update features and information