One of the business challenges for Independent Financial Advisors (IFAs) is that they are not able to compete with Banks and other larger Wealth Management firms which offer credit and other lending products.
Wylth® empowers IFAs to compete with Banks and large wealth management firms by giving them access to a secure state-of-the-art multi-asset platform.
Less than 10% of client wallet share by selling only limited financial products such as Mutual Funds or Insurance
Build a Wealth Management business with client servicing capabilities across the country where larger wealth management firms have no direct presence
It is time-consuming to generate and consolidate customer reports from various third-party systems
Build and strengthen relationships with your clients by spending more time with them. Let Wylth® handle the mundane operational works for you.
An operational hurdle for IFAs is having to shuffle between platforms when it comes to running their own business and client servicing.
Wylth® provides a holistic view of an individual or a family's portfolio and helps maintain a single source of truth for the IFAs and Investors.