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 ICICIdirect?

ICICIdirect is recognized as the leading retail brokerage and distributor of financial products in India, having earned the confidence of over 5 million customers during its more than two decades of service, backed by a robust network of more than 170 branches across the country. The platform, ICICIdirect.com, has revolutionized online trading, offering a trading account that ensures seamless and efficient electronic transactions. With a vast selection of over 50 diverse products and services—including equity, mutual funds, derivatives, futures and options, currency, commodities, ETFs, insurance, IPOs, corporate fixed deposits, loans, NPS, wealth management, corporate services, NRI services, portfolio management services, global investments, financial education, and tax services—all conveniently available in one place, ICICIdirect is dedicated to helping you achieve your investment goals. A standout aspect of ICICIdirect is its dedicated research desk, which assembles a range of research-focused products designed to meet your specific needs across various investment horizons. This extensive support not only simplifies the complexities of financial markets but also enhances your overall investment strategy. Moreover, ICICIdirect's commitment to customer education empowers investors to make informed decisions, thereby fostering a more knowledgeable investment community.

Media

Media

Integrations Supported

WhatsApp
Zoom

Integrations Supported

Juspay
Marg ERP 9+

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

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

ICICIdirect

Company Location

India

Company Website

www.icicidirect.com

Categories and Features

Wealth Management

Not specified

Categories and Features

Forex Trading

Not specified

Options Trading

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