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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

We offer an extensive array of stock market data feeds, detailed company fundamentals, and financial market research alongside content distribution services. Our advanced financial market database, research tools, and content services cater to a diverse clientele worldwide. Insight by Dion stands out as a user-friendly and comprehensive market research platform, recognized as India's foremost financial database portal utilized by distinguished equity research firms, educational institutions, corporations, and banking entities. This proprietary financial database encompasses a wealth of resources, including thorough information on company fundamentals, mutual funds, primary and secondary markets, a library of annual reports, a query builder, and concise updates on current events, IPOs, derivatives, global indices, insurance, and foreign exchange data. The Insight platform is highly regarded and relied upon by prominent business schools, corporate entities, and investment research professionals throughout India, establishing itself as a vital tool in the financial sector. Additionally, our commitment to innovation ensures that clients have access to the latest market insights and analytical tools, empowering them to make informed financial decisions.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

WhatsApp No 
Zoom No 

Integrations

WhatsApp Yes 
Zoom Yes 

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 No 
iPad App No 
Android App No 
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 No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Dion Global Solutions

Founded

1994

Country

India

Website

www.dionglobal.com/stock-market-data-content-and-financial-research-solutions.html

Vendor Details

Company Name

A3 Tech (India)

Founded

2019

Country

India

Website

www.wylth.com

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Product Features

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