In today’s fast-paced financial world, financial advisors, Registered Investment Advisors (RIA), Mutual Fund Distributors (MFD), and wealth management firms need efficient, all-in-one platforms to manage their client relationships and business operations. Wylth® offers just that—a robust Platform as a Service (PaaS) that helps streamline every aspect of the customer lifecycle, from onboarding and transactions to reporting, servicing, and back-office operations.
Wylth® is designed to simplify complex wealth management tasks. Its intuitive platform features powerful tools such as multi-asset support, customizable dashboards, secure access controls, and white-label web and mobile applications. These tools empower financial advisors and MFDs to provide a seamless, professional experience for their clients, all while maintaining complete control over their business.
Addressing the Gap in the Market
The wealth advisory market in India is growing, but a significant gap exists between the services available to elite investors and the broader affluent population. Many financial advisors are unable to cater to the needs of this underserved segment, particularly when it comes to offering access to multiple asset classes and providing consolidated, easy-to-understand reporting.
This gap presents a huge opportunity for MFDs to expand their client base and offer a higher level of service. To succeed, MFDs need access to the right tools and technology to scale their operations, streamline their processes, and build a strong brand identity. That’s where Wylth® comes in.
The Indian wealth advisory market is rapidly expanding, with MFDs already commanding nearly 50% of it. However, many smaller MFDs struggle to afford full-service platforms. Wylth® bridges this gap by offering affordable solutions and giving smaller MFDs access to powerful tools that would typically be out of reach.
How Wylth® Helps MFDs Grow?
MFDs need three key things to thrive:
- A single gateway to multi-asset products
- Streamlined technology and processes
- A platform to build and grow brand identity
Wylth® provides financial advisors with everything they need to thrive in a competitive market. With its single-platform solution, MFDs can offer clients access to a wide range of financial products, all while benefiting from streamlined technology and processes. The platform also helps advisors build and promote their brand, offering tools for lead generation, client management, and marketing.
By making advanced tools accessible to all financial advisors—regardless of the size of their practice—Wylth® ensures that MFDs can compete at the highest level, grow their businesses efficiently, and enhance client satisfaction.
Wylth® offers a comprehensive solution, giving MFDs access to all the tools they need to scale their businesses and enhance client relationships.
What Makes Wylth® Unique?
Wylth® stands out in the market by ensuring that MFDs maintain full control and independence over their businesses. Unlike traditional platforms, Wylth® provides a comprehensive solution that integrates multi-asset access and reporting tools into a single platform, allowing advisors to focus on what they do best: helping clients build wealth.
The company is firmly committed to nurturing long-term partnerships with financial advisors, adapting the platform to evolving user needs, changing market dynamics, and regulatory requirements. Wylth® stands as a trusted partner, guaranteeing a rapid first response time of under 1 hour for support tickets raised by financial advisors.
The Future of Wealth Management
As the wealth advisory landscape continues to evolve, Wylth® is at the forefront of driving innovation. The platform helps MFDs unlock new opportunities, expand their services, and create long-term value for their clients. With Wylth®, financial advisors can look forward to a future where technology enables them to grow their businesses with ease, all while delivering exceptional service to their clients.
About Wylth®
Wylth® is a Platform as a Service designed for Financial Advisors, Distributors, and Wealth Management Firms. It unifies the entire customer lifecycle management, from onboarding and transacting to servicing, reporting, and back-office operations. Wylth® is an ISO27001 certified company and is also a Singapore Fintech Association certified Fintech company.
Drawing upon 25+ years of extensive experience in finance, banking, and wealth management, Amit Shah, Founder & CEO serves as the driving force behind Wylth®. Prior to Wylth®, he co-founded one of India’s leading wealth management companies, catering to HNI and UHNI clientele. Now, at Wylth®, Amit aspires to assist financial advisors in their transformation from mutual fund distributors to prominent wealth managers.
