Most mutual fund software for distributors stops at execution, places the order, generates the report, and moves to the next client. Finding the right fund to recommend, comparing it against alternatives, and tracking what's actually moving the market usually happens somewhere else entirely: a separate research website, a fund-house factsheet, or a habit built up over years of experience.

That gap is exactly what Wylth's Research 360 is built to close, bringing market signals, fund screening, comparison, and portfolio insights directly into the same platform MFDs already use to run their business.

What Is Research 360?

Research 360 is Wylth's built-in research suite for MFDs, IFAs, and RIAs, market signals, screeners, and portfolio insights in one place, instead of four different browser tabs. It sits inside the same platform used for transactions, CRM, and reporting, so research-backed recommendations don't require switching context mid-conversation with a client.

Four tools make up Research 360: MF Screener, Market Signals, MF Compare, and Baskets.

MF Screener: Filter and Discover Funds by What Actually Matters

The MF Screener lets you filter and discover mutual funds using performance and risk metrics, Fund Name, Category, Star Rating, NAV, AUM, and returns across multiple time frames (1M, 3M and beyond), all in one sortable, filterable table.

Every column carries its own filter, so narrowing down from the full universe of funds to a shortlist that fits a specific client's needs takes seconds rather than a manual search across factsheets. Found a set of funds worth revisiting later? Save the screener configuration and export the results directly, practical details that matter when you're screening funds for multiple clients in a single sitting.

Market Signals: Know What's Moving Before the Client Asks

Recommendations land differently when they're backed by an understanding of what's actually happening in the market. Market Signals tracks key market indicators so MFDs can ground a conversation in current context, not just a fund's historical performance in isolation.

MF Compare: Put Funds Side by Side, Not Tab by Tab

Choosing between two or three similar funds usually means opening multiple pages and manually cross-referencing numbers. MF Compare puts multiple mutual funds side by side, performance, allocation, and portfolio insights in a single view, so the comparison a client actually asked for takes one screen instead of five.

Baskets: Curated Fund Collections, Ready to Reuse

Baskets lets you create and manage curated collections of funds for streamlined investing, a model allocation for a specific goal, a shortlist for a particular risk profile, or a set of funds you often recommend. Instead of rebuilding the same shortlist from scratch every time a similar client walks in, a saved basket turns a repeatable recommendation into a two-click action.

Why Research Belongs Inside Your Core Platform, Not a Separate Tab

The case for building research into the same system as everything else isn't just convenience, though the time saved from not switching between five tools adds up fast. It's about consistency. A genuine multi-asset platform should let you move from screening a fund, to comparing it against alternatives, to placing the order, to reporting on it later, without the underlying data ever needing to be re-entered or reconciled across separate systems.

This is also where AI is starting to change what's possible in wealth management software more broadly, turning research and portfolio data into faster, more personalised client communication. We've covered that shift in detail in AI Wala MFD: How AI Is Transforming Mutual Fund Distribution, which is worth reading alongside this if you're evaluating how research and AI fit together inside a modern MFD platform.

Research 360 in the Bigger Picture

Research 360 is one piece of what makes Wylth a genuinely complete platform for MFDs, sitting alongside transaction execution, CRM, multi-asset reporting, and predictive client intelligence, rather than as a bolt-on research subscription sold separately. For the fuller checklist of what a complete mutual fund software for distributors should include from KYC to CRM to AI-driven retention our detailed guide, Best Mutual Fund Software for Distributors in India, walks through the full picture.

Frequently Asked Questions

What is Research 360 in Wylth? 

Research 360 is Wylth's built-in research suite for MFDs, IFAs and RIAs, combining an MF Screener, Market Signals, MF Compare, and Baskets market signals, screeners, and portfolio insights in one place inside the same platform used for transactions and reporting.

How does Research 360 help MFDs grow AUM? 

By making research-backed recommendations faster and more consistent screening funds against a client's actual needs, comparing alternatives side by side, and reusing curated baskets for similar clients Research 360 helps MFDs act on more opportunities (new SIPs, top-ups, fresh mandates) without research becoming the bottleneck that slows growth down.

What can I filter for in the MF Screener? 

The MF Screener lets you filter and discover mutual funds by performance and risk metrics, including category, star rating, NAV, AUM, and returns across multiple time frames, with saved screener configurations and export support.

How does MF Compare help when recommending funds to a client? 

MF Compare puts multiple mutual funds side by side across performance, allocation, and portfolio insights, so a client's "which one is better" question can be answered in one screen instead of manually cross-referencing several fund pages.

What are Baskets used for in Research 360? 

Baskets let you create and manage curated collections of funds for streamlined investing useful for goal-based allocations or frequently recommended fund sets you want to reuse across similar clients instead of rebuilding from scratch each time.

Is Research 360 available as part of Wylth's core mutual fund software for distributors? 

Yes. Research 360 is built into the core platform alongside CRM, transaction execution, and reporting not sold as a separate research subscription.

Bring Research Into the Same Screen as Everything Else

Recommendations are only as strong as the research behind them. Research 360 puts fund screening, market signals, comparison, and curated baskets directly inside the platform MFDs already use every day with no separate research tab required.

Visit www.wylth.com or write to contact@wylth.com to see Research 360 in action.

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