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Average Ratings 0 Ratings
Description
Founded in 1981, Phoenix Systems is a fintech software development firm that stands out as a trusted partner in delivering reliable, adaptable, and cost-efficient software solutions specifically for the global financial services sector. Our comprehensive software offerings encompass mutual fund transfer agent and shareholder recordkeeping, mutual fund sub-accounting, mutual fund trading, as well as settlement and reconciliation services. As a highly experienced developer in the fintech space, we create impactful solutions designed to cater to the distinct requirements of your business. All of our products are modular and built on a rules-based framework, enabling rapid adjustments to meet changing client needs. With an impressive clientele featuring top-tier global financial institutions, Phoenix Systems has established a solid reputation for successfully delivering intricate software solutions tailored for the financial services industry, ensuring client satisfaction and innovation in every project we undertake. We are committed to ongoing development, ensuring our solutions remain at the forefront of industry advancements.
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
Screenshots View All
No images available
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
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
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
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
Phoenix Systems
Founded
1981
Country
United States
Website
www.phoenix-systems-inc.com
Vendor Details
Company Name
A3 Tech (India)
Founded
2019
Country
India
Website
www.wylth.com