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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 FYNXT?

Founded in 2015, FYNXT is a fintech company that delivers a modular, low-code platform tailored for multi-asset brokers, alongside integrated services for banks, brokers, and other fintech organizations. Recognized as an ISMS-certified entity, FYNXT is officially accredited by the Monetary Authority of Singapore as a FINTECH organization. Their low-code platform is specifically designed to give multi-asset brokers an efficient digital back office, featuring intuitive drag-and-drop functionalities that allow users to easily add or remove modules and configurations to meet both business and regulatory demands. This versatile platform caters to a diverse array of financial instruments, including FX, CFDs, cryptocurrencies, futures and options, equities, and mutual funds, while also addressing a multitude of regulatory requirements. What truly sets FYNXT apart is its unwavering commitment to enhancing user experience, equipping clients with tools that streamline operations across client engagement, partnerships, internal processes, sales, and marketing. Overall, FYNXT's innovative approach not only simplifies complex financial operations but also empowers brokers to adapt swiftly to the ever-evolving financial landscape.

Media

Media

Integrations Supported

WhatsApp
Zoom

Integrations Supported

Binance
CommPeak
DXtrade
MetaTrader 4
MetaTrader 5

API Availability

API Availability

Pricing Information

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

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS
Windows
Mac
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Online Training
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

FYNXT

Date Founded

2015

Company Location

Singapore

Company Website

www.fynxt.com

Categories and Features

Wealth Management

Not specified

Categories and Features

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