Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs). The technology ecosystem covers entire customer lifecycle, including on-boarding, transacting, relationship management, reporting, and communication.
Features include dashboards, fine-grained permissions and access control, order management from a single unified interface, support for multiple asset classes and alternative investments, portfolio management, and much more for the Financial Advisors and Relationship Managers.
The platform provides rich features along with a personalized, white-labelled website to attract investors and provide a professional outlook to the financial advisory business.
Company Details
- Employees
- 48
- Address
- Mumbai, In
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.wylth.com
- Keywords
- Capital Markets and Wealthtech.
- HQ
- Mumbai
Wylth® Questions
Wylth®'s website is https://www.wylth.com
Wylth®'s LinkedIn profile is https://in.linkedin.com/company/wylth
Wylth® has
48 employees.
View email and phone details for 48
employees at Wylth®.
Wylth®'s industry is
Financial Services
Wylth®'s top competitors are
5paisa,
Zypp Electric,
Narola Infotech,
Blusmart,
Fynxt,
A3 Tech Pte. Ltd.,
Arham Labs,
Fnp,
Casepoint,
Apical It Solutions Ltd.
Wylth®'s categories are Financial Services
