TrustRadius: an HG Insights company

What is Wylth?

Wylth is a mutual fund software for distributors in India built for mutual fund distributors, IFAs and RIAs. It brings client onboarding, SIP and portfolio tracking, a digital CRM, back office and a multi-asset platform into one place. White label apps let advisors run their wealth management business under their own brand, while Wylth AI helps them serve clients faster.

Categories & Use Cases

Media

Screenshot of Dashboard

Screenshot of Dashboard