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 Temenos Multifonds?

The integration of workflow and exception-based features greatly improves the effectiveness of fund operations, enabling users to enhance their productivity while simultaneously raising the quality of service delivered, all while complying with strict NAV and distribution deadlines. A comprehensive, real-time investment accounting system merges both the Investment Book of Records (IBOR) and the Accounting Book of Records (ABOR) perspectives, supporting the daily functions of middle and back offices, which encompasses the capacity for multiple valuations and NAV calculations on an ad-hoc basis. Users benefit from easy access to customized reports in various formats, which streamlines the identification of discrepancies and allows for swift adjustments to evolving regulatory requirements and client requests. Additionally, the platform aids clients in launching innovative products and entering new markets by consolidating disparate legacy systems, offering extensive support for multi-asset and multi-jurisdictional needs across different fund structures within a unified global platform. This comprehensive method not only enhances operational workflows but also equips organizations with the tools needed to stay relevant and competitive in an ever-changing financial environment, ultimately driving business growth and client satisfaction. Such advancements also foster better decision-making, as users can leverage real-time data insights to respond proactively to market trends and client demands.

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

Web-Based Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

A3 Tech (India)

Date Founded

2019

Company Location

India

Company Website

www.wylth.com

Company Facts

Organization Name

Temenos

Date Founded

1993

Company Location

Switzerland

Company Website

www.temenos.com/products/fund-administration/

Categories and Features

Wealth Management

Not specified

Categories and Features

Wealth Management

Not specified

Popular Alternatives

Popular Alternatives

Fundamental Portfolio Manager Reviews & Ratings

Fundamental Portfolio Manager

Fundamental Software
GoDigital Reviews & Ratings

GoDigital

Optimum Financial Solutions
Costars Reviews & Ratings

Costars

corfinancial
Co-Pilot Reviews & Ratings

Co-Pilot

FIX Flyer
Fundamental Portfolio Manager Reviews & Ratings

Fundamental Portfolio Manager

Fundamental Software
Co-Pilot Reviews & Ratings

Co-Pilot

FIX Flyer