Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Investing in mutual funds and state securities (SBN) is straightforward and user-friendly. You can register and begin investing in these financial products within minutes, without the need for any physical documents. Bareksa is the pioneering investment platform that holds an APERD license from OJK, ensuring reliability. Users have the freedom to select from a wide range of both sharia and conventional mutual fund investment options available in Indonesia. You can simulate your chosen product or explore the Top Product page, which is consistently reviewed by Bareksa experts. Contributions towards state securities are guaranteed to be 100% secure, and monthly returns are automatically deposited into your account. Moreover, investing in mutual funds through Bareksa comes with no fees, allowing you to add or withdraw funds at your convenience, without any time restrictions or penalties. This flexibility enhances the overall appeal of investing with Bareksa.
Description
Wylth serves as a comprehensive software platform designed specifically for mutual fund distributors (MFDs) in India. It features an adaptable dashboard and a CRM equipped with Excel-like filters, enabling a seamless transaction cart for mutual fund acquisitions, switches, and redemptions, as well as an Investor App. Additionally, it offers Research 360, which comprises tools for MF screening, market analysis, fund comparison, and curated baskets, while also incorporating Wylth AI for enhanced insights. Distributors benefit from Client Pulse churn alerts and detailed brokerage and net-sales reports, along with essential scheduling and client-engagement functionalities. They have the ability to import holdings from external national distributors, allowing them to effectively oversee client records, transactions, and reporting all in one streamlined platform. Beyond mutual funds, this versatile platform accommodates fixed deposits, pre-IPO investments, insurance, and loans, providing comprehensive portfolio reporting and integrations with BSE StAR MF, NSE MF, and MFU. Moreover, it supports white-label customer portals and mobile applications, making it an all-in-one solution for MFDs looking to enhance their service offerings and client interactions.
API Access
Has API
No
API Access
Has API
No
Integrations
WhatsApp
No
Zoom
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
₹10,000/month
Plans start at ₹10,000 per month.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Bareksa
Founded
2013
Country
Indonesia
Website
www.bareksa.com
Vendor Details
Company Name
A3 Tech (India)
Founded
2019
Country
India
Website
www.wylth.com