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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 B2B Cloud Commerce?

Design a personalized user experience tailored to each unique distributor within your download brand portal, ensuring that they receive only the pertinent information required for their specific local market, alongside up-to-date marketing materials and easily accessible technical data sheets. This approach transforms the business process, eliminating the burdens of cumbersome paperwork, fax orders, and endless emails. By providing a seamless experience, distributors can enjoy peace of mind, knowing they can boost their sales continuously, day or night. Equip distributor staff with the ability to make purchases directly through a customized brand portal, streamlining their purchasing process. This setup also facilitates the sharing of marketing and technical insights, empowering clients to place precise orders and effectively communicate the desired message. Our cloud-hosted tools prioritize exceptional security for both customer and corporate data, utilizing two-factor authentication (2FA) as an added layer of protection for sensitive product and client information. Every time a new device is detected, a text message is dispatched to the user's phone, ensuring that account access remains secure and distinctly identifiable. This sophisticated system not only simplifies operations but also significantly boosts the overall efficiency and security of your distribution network, allowing for smoother interactions and enhanced business growth. Ultimately, adapting to modern technology ensures that your distributors remain competitive in an ever-evolving marketplace.

Media

Media

Integrations Supported

WhatsApp
Zoom

Integrations Supported

Azure Marketplace

API Availability

API Availability

Pricing Information

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

Pricing Information

€200 pe rmonth

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

A3 Tech (India)

Date Founded

2019

Company Location

India

Company Website

www.wylth.com

Company Facts

Organization Name

SolidPEPPER

Date Founded

2001

Company Location

France

Company Website

www.solidpepper.com/en/

Categories and Features

Wealth Management

Not specified

Categories and Features

Retail Management

CRM
Mail Order
Multi-Location
Order Management
eCommerce

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