Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • Fishbowl Reviews & Ratings
    4.2 out of 5 stars 1,143 Ratings
    Company Website for Fishbowl
  • EazyStock Reviews & Ratings
    4.4 out of 5 stars 65 Ratings
    Company Website for EazyStock
  • Mortgage Automator Reviews & Ratings
    4.9 out of 5 stars 198 Ratings
    Company Website for Mortgage Automator
  • JS7 JobScheduler Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for JS7 JobScheduler
  • Eurekos Reviews & Ratings
    4.8 out of 5 stars 103 Ratings
    Company Website for Eurekos
  • Scotch Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for Scotch
  • Vantage Reviews & Ratings
    4.4 out of 5 stars 15,963 Ratings
    Company Website for Vantage
  • Cloudbrink Reviews & Ratings
    4.9 out of 5 stars 28 Ratings
    Company Website for Cloudbrink
  • Bidtracer Reviews & Ratings
    4.2 out of 5 stars 39 Ratings
    Company Website for Bidtracer

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 NetX360?

NetX360® acts as a comprehensive hub for professionals to efficiently manage their businesses and address client needs by utilizing data and analytics to enhance user interactions. The platform supports a variety of business models, including commission-based, advisory, retail, self-directed, institutional, and asset management approaches. Users can benefit from improved operational efficiency through global search functionalities that facilitate easy information access, resulting in a more cohesive experience and extensive integration capabilities with market data, news, research, financial planning, and reporting tools. With NetX360, professionals are equipped to utilize its features from any location. The mobile application, NetX360 Mobile, enables business transactions while on the move, offering convenient access to client information and keeping users informed about current market developments. Furthermore, it allows for quick account funding via mobile check deposits, streamlining workflow processes. This blend of accessibility, advanced features, and user-friendly design empowers professionals to maintain a competitive edge in a rapidly evolving market landscape. Ultimately, NetX360 ensures that users can adapt and thrive in their respective fields.

Media

Media

Integrations Supported

WhatsApp
Zoom

Integrations Supported

MoneyGuide
Nitrogen
RightCapital

API Availability

API Availability

Pricing Information

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

Pricing Information

Free
Free Version

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

Android
iPhone
iPad
Mac

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
Webinars
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

Pershing

Company Location

United States

Company Website

www.pershing.com/netx360/advisor-experience

Categories and Features

Wealth Management

Not specified

Categories and Features

Wealth Management

Not specified

Popular Alternatives

AlternativeSoft Reviews & Ratings

AlternativeSoft

4.8 out of 5 stars

Popular Alternatives

GoDigital Reviews & Ratings

GoDigital

Optimum Financial Solutions
Co-Pilot Reviews & Ratings

Co-Pilot

FIX Flyer
OneTick Reviews & Ratings

OneTick

OneMarketData
WealthWorks+ Reviews & Ratings

WealthWorks+

WealthWorks