Helping IFAs with Passion, Hunger, and Drive

We are here to democratise the wealth management industry by giving Financial Advisors the best in class technology.

Competition with Larger Wealth Firms

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.

Empower Independent Financial Advisors

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.

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Limited Financial Products

Less than 10% of client wallet share by selling only limited financial products such as Mutual Funds or Insurance

Client Servicing Capabilities

Build a Wealth Management business with client servicing capabilities across the country where larger wealth management firms have no direct presence

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Time Consuming

It is time-consuming to generate and consolidate customer reports from various third-party systems

Spend More Time with Your Clients

Build and strengthen relationships with your clients by spending more time with them. Let Wylth® handle the mundane operational works for you.

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Shuffling Between Platforms

An operational hurdle for IFAs is having to shuffle between platforms when it comes to running their own business and client servicing.

Holistic Financial View

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.

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Ready to Grow Your Business? Partner with Us to Democratise the Wealth Management Industry.

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