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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 Phoenix Systems?

Established in 1981, Phoenix Systems has emerged as a key player in the fintech software development landscape, recognized for its reliable, flexible, and budget-friendly software solutions aimed at the global financial services sector. Our extensive range of software includes services for mutual fund transfer agent and shareholder recordkeeping, mutual fund sub-accounting, trading, and settlement and reconciliation. Leveraging our deep expertise in fintech, we develop transformative solutions that address the unique needs of each client. All our offerings are modular and based on a rules-driven framework, allowing for swift modifications to adapt to evolving client demands. With a distinguished portfolio that includes elite global financial institutions, Phoenix Systems has built a strong reputation for successfully delivering complex software tailored to the financial services industry, prioritizing client satisfaction and continuous innovation in every endeavor. Furthermore, our commitment to ongoing development ensures that our solutions not only meet current needs but also anticipate future trends and challenges within the sector.

Media

Media

No images available

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

Not specified

Training Options

Webinars
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

A3 Tech (India)

Date Founded

2019

Company Location

India

Company Website

www.wylth.com

Company Facts

Organization Name

Phoenix Systems

Date Founded

1981

Company Location

United States

Company Website

www.phoenix-systems-inc.com

Categories and Features

Wealth Management

Not specified

Categories and Features

Finance

Not specified

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