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.
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
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.
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.
