Wylth Pro 17+
wylth
Designed for iPhone
-
- Free
iPhone Screenshots
Description
Truly independent multi-asset white-label platform for Independent Financial Advisors (IFA) including Mutual Fund Distributors (MFD) and Registered Investment Advisors (RIA). This application is only MFDs and RIAs who have taken Wylth platform subscription.
- Service your clients conveniently any place anytime.
- Manage your financial advisory business on the go.
- Track performance of your relationship managers and their sales target.
- Generate investor reports quickly at the tap of a button.
- View the status of placed mutual fund orders.
What’s New
Version 1.9.0
Features & Enhancements
- Consolidated Portfolio View (Including Held-Away Assets), when enabled by the MFD.
- Loan + SIP Calculator: Plan SIPs to achieve future portfolio goals matching your loan amount.
- Risk Disclaimers: Added to calculators for informed decisions.
Update now!
App Privacy
The developer, wylth, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- A3 TECH (INDIA) PRIVATE LIMITED
- Size
- 45.9 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Mac
- Requires macOS 13.3 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 17+
- Copyright
- © A3 Tech (India) Private Limited
- Price
- Free