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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 Fundamental Portfolio Manager?

The Fundamental Portfolio Manager (FPM) is an innovative and all-encompassing Investment Management platform that leverages advanced technology to provide a versatile and feature-rich solution tailored to meet the varying demands of fund managers, wealth management professionals, unit trusts, mutual funds, hedge funds, multi-managers, and pension funds in the financial sector. Our client base includes some of the leading investment firms in Southern Africa, collectively overseeing assets exceeding R1 trillion. Celebrated as the foremost cutting-edge investment management platform, the continuous development and refinement of FPM guarantee its alignment with the latest global technological trends. This dedication to progress not only fosters our growth but also helps us to sustain a competitive advantage in a rapidly changing and complex financial environment. By prioritizing the integration of advanced solutions, we reinforce FPM's role as an essential resource for investment experts, ensuring they have the tools necessary to navigate the future of finance effectively. Moreover, our commitment to excellence means we are always looking for ways to enhance our offerings and better serve our clients.

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

Pricing not provided

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

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

Online Training

Company Facts

Organization Name

A3 Tech (India)

Date Founded

2019

Company Location

India

Company Website

www.wylth.com

Company Facts

Organization Name

Fundamental Software

Date Founded

2003

Company Location

South Africa

Company Website

www.fundamental.net/products/

Categories and Features

Wealth Management

Not specified

Categories and Features

Hedge Fund

Not specified

Investment Management

Not specified

Wealth Management

Not specified

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