Investor & Lead Intelligence
Capture intent from every channel, qualify it, and convert leads into folios without losing the thread.
Wylth® Platform
The intelligent operating system for Mutual Fund Distributors.
Wylth® is built for MFDs who want to scale faster, serve smarter and build enduring businesses. Report, transact, engage and grow, all in one unified ecosystem, supported by Wylth® AI.
Powering the future of distribution
Four systems, one platform.
Everything a growing distribution business runs on — intelligence on the front end, operations in the middle, analytics and communication throughout.
Business Operating Suite
Brokerage, teams, back office and multi-ARN operations running on a single set of records.
Portfolio Analytics & Reporting
Holistic reporting across mutual funds, equity and global holdings, with asset-level analysis underneath.
AI-Driven Communication & Campaigns
Email, WhatsApp and Zoom in one place, with Wylth® AI campaigns that go out in your own brand.
Wylth Platform
Powering the future of mutual fund distribution.
MF software and a multi-asset platform to report, transact, engage, and grow — with a digital CRM and Wylth® AI.
See it on your own book
01
Personalised Dashboard
Custom widgets, workflow-focused layouts and an Excel-style CRM filter give advisors a smarter, more actionable overview of their client book.
02
Client Churn Predictor
AI-powered risk scoring (Client Pulse) flags clients likely to redeem before a request comes in, segmenting the book by risk.
03
National Distributor Uploader
One-click uploader that consolidates external national-distributor holdings, automatically mapped to clients and AUM.
04
MF Transaction Module
Purchase, switch and redeem for multiple clients from a single cart, with XIRR, LTCG and STCG visible before ordering.
05
Research 360
MF Screener (12,000+ schemes), live Market Signals, MF Compare and Basket — replacing spreadsheets and scattered tabs.
06
Client 360
A single 360° view of every client — holdings, transactions and engagement in one place.
07
Wylth AI
Custom-branded AI video assistant that helps advisors and investors get answers instantly.
08
Robo Web and App
White-label robo-advisory website and app, launched under your own brand.
09
Client Engagement
Client engagement tools that keep every touchpoint tracked and actionable.
10
Multi Asset
FDs and Pre-IPO alongside mutual funds, all on one multi-asset platform.
Our brand promise
The platform is ours. The clients are yours.
Wylth® is the only mutual fund first, multi asset wealth tech platform committed to never running its own mutual fund distribution business. We are, and always will be, your growth partner and technology enabler.
Mutual fund first
No in-house distribution business
Your brand, always
Growth partner and technology enabler
Partnering with Mutual Fund Distributors
See the platform on your own book.
We’ll walk through your current operations, show you the modules that map to them, and give you a straight answer on what moving would involve.
