Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    566 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    71 Ratings
    Company Website
  • Fishbowl Reviews & Ratings
    1,143 Ratings
    Company Website
  • EazyStock Reviews & Ratings
    65 Ratings
    Company Website
  • Mortgage Automator Reviews & Ratings
    198 Ratings
    Company Website
  • JS7 JobScheduler Reviews & Ratings
    1 Rating
    Company Website
  • Eurekos Reviews & Ratings
    103 Ratings
    Company Website
  • Scotch Reviews & Ratings
    2 Ratings
    Company Website
  • Vantage Reviews & Ratings
    15,963 Ratings
    Company Website
  • Cloudbrink Reviews & Ratings
    28 Ratings
    Company Website

What is Wylth?

Wylth is a robust software solution tailored for mutual fund distributors (MFDs) operating in India. This platform boasts a customizable dashboard along with a CRM that includes Excel-like filtering options, facilitating an effortless transaction cart for purchasing, switching, and redeeming mutual funds, in addition to providing an Investor App. It also features Research 360, which offers a suite of tools for mutual fund screening, market evaluations, fund comparisons, and customized investment baskets, while integrating Wylth AI for improved analytical insights. Distributors gain advantages from Client Pulse churn notifications and comprehensive reports on brokerage and net sales, in addition to vital scheduling and client interaction tools. They can easily import holdings from various national distributors, which enables efficient management of client records, transactions, and reporting through a single cohesive platform. In addition to mutual funds, this dynamic platform supports investments in fixed deposits, pre-IPO opportunities, insurance, and loans, thus delivering thorough portfolio analysis and connections with BSE StAR MF, NSE MF, and MFU. Furthermore, Wylth allows for the creation of white-label customer portals and mobile applications, positioning itself as a comprehensive resource for MFDs aiming to elevate their service offerings and strengthen client relationships, while also adapting to the evolving needs of the financial industry.

What is Alwy?

Alwy stands out as a cutting-edge personal finance platform that emphasizes mobile accessibility while fully complying with GDPR standards, allowing users to effortlessly monitor their income, expenses, debts, and investments by syncing all their banking and credit card accounts. The platform automatically categorizes transactions several times daily, updates budgets in real-time, offers personalized saving tips—like canceling unneeded subscriptions or renegotiating fixed expenses—and delivers a thorough overview of debts with comparative analyses for improving loan terms. Users gain valuable insights into their financial health and receive customized recommendations for building emergency savings, diversifying investment portfolios, and obtaining more favorable interest rates. Furthermore, Alwy includes a B2B component that equips financial professionals, insurance providers, and mutual fund companies with the tools necessary to create a unified CRM experience, incorporating trading and custody services, digital client onboarding, real-time compliance alerts, and integrated portfolio management features. This comprehensive approach not only elevates personal financial management but also enhances the capabilities of financial institutions in serving their clientele more effectively. In this way, Alwy fosters a more informed and proactive financial environment for both individuals and businesses alike.

Media

Media

Integrations Supported

WhatsApp
Zoom

Integrations Supported

API Availability

API Availability

Pricing Information

₹10,000/month
Plans start at ₹10,000 per month.
Free Trial Offered?

Pricing Information

Free
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS
iPhone

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

A3 Tech (India)

Date Founded

2019

Company Location

India

Company Website

www.wylth.com

Company Facts

Organization Name

Alwy

Date Founded

2020

Company Location

Sweden

Company Website

alwy.se/

Categories and Features

Wealth Management

Not specified

Categories and Features

Personal Finance

Not specified

Popular Alternatives

Popular Alternatives

GoDigital Reviews & Ratings

GoDigital

Optimum Financial Solutions
Co-Pilot Reviews & Ratings

Co-Pilot

FIX Flyer
Fundamental Portfolio Manager Reviews & Ratings

Fundamental Portfolio Manager

Fundamental Software