Temenos MultifondsTemenos
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WylthA3 Tech (India)
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Related Products
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About
Workflow and exception-based capabilities enable fundamental improvements to the efficiency of fund operations, letting users improve their own efficiency and service quality while meeting the tightest NAV and distribution deadlines. A flexible, real-time investment accounting engine with integrated Investment Book of Records (IBOR) and Accounting Book of Records (ABOR) views to support and provide services to the middle and back βoffices throughout each day, including multiple and/or ad-hoc valuations and NAVs. Gain easy access to customizable reports, in multiple formats, to speed up the work of investigating discrepancies and provide a fast response to changing regulatory requirements and client requests. Support clients launching new products and entering new markets by consolidating fragmented, legacy systems and instead deliver multi-asset, multi-jurisdiction support across a wide range of fund structures and fund requirements, on a single, global platform.
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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
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not 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
Companies looking for a Wealth Management solution to achieve operational efficiency while reducing risk
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Audience
Mutual fund distributors (MFDs), wealth managers, RMs, and investors.
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Support
Phone Support
Not 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
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
βΉ10,000/month
Plans start at βΉ10,000 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
Not 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 InformationTemenos
Founded: 1993
Switzerland
www.temenos.com/products/fund-administration/
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Company InformationA3 Tech (India)
Founded: 2019
India
www.wylth.com
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Categories |
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Integrations
WhatsApp
Not Supported
Zoom
Not Supported
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