Audience

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

About Wylth

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.

Pricing

Starting Price:
₹10,000/month
Pricing Details:
Plans start at ₹10,000 per month.
Free Trial:
Free Trial available.

Integrations

See Integrations

Ratings/Reviews

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

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Company Information

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

Videos and Screen Captures

Research 360 mutual-fund screener with fund categories, ratings, NAV, AUM, and return columns.

Research 360 mutual-fund screener with fund categories, ratings, NAV, AUM, and return columns.

Research 360 mutual-fund screener with fund categories, ratings, NAV, AUM, and return columns. Client Engage dashboard showing message delivery by channel and scheduled outreach automations. Data Feeds page with an Upload Sub-broker Data panel for partner, sub-broker, file type, and spreadsheet upload.
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Product Details

Platforms Supported
Cloud
iPhone
Android
Training
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

Wylth Frequently Asked Questions

Q: What kinds of users and organization types does Wylth work with?
Q: What languages does Wylth support in their product?
Q: What kind of support options does Wylth offer?
Q: What other applications or services does Wylth integrate with?
Q: Does Wylth have a mobile app?
Q: What type of training does Wylth provide?
Q: Does Wylth offer a free trial?
Q: How much does Wylth cost?

Wylth Product Features