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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Snowball Analytics is a portfolio track platform that can run detailed reports about your dividends. Snowball Analytics allows you to link your brokerage accounts and receive automatic updates. You can track thousands of stocks, funds, and cryptocurrencies around the globe. This stock tracker supports automatic brokerage connections with more than 1,000 brokers from the US, Europe, UK and Asia. You can track almost any stock, ETF, or Mutual Fund anywhere on the planet. Stock tracker supports all major stock exchanges. It also shows your portfolio performance in 25+ currencies. Snowball Analytics tracker has many tools for analysis and dividend screening Rebalancing, Calculation of the yield on cost and dividend yield Withholding tax custom Dividend rating, Portfolio performance calculation including fees and dividends. Benchmarking, Backtests, Building and testing dividend portfolios, or testing portfolios based on historical data

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

Screenshots View All

Integrations

Plaid Yes 
WhatsApp No 
Yodlee Yes 
Zoom No 

Integrations

Plaid No 
WhatsApp Yes 
Yodlee No 
Zoom Yes 

Pricing Details

$6.70 per month
For Investors: $12.50
10 Portfolios
Unlimited Holdings
Unlimited Custom holdings
Full Benchmarking
Top dividend stocks, no limits
10y company fundamentals
30+ years backtests
Priority Support

For Professionals to manage and analyze client’s portfolios and share results: $299 per month
Free Trial Yes 
Free Version Yes 

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 No 
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 No 

Types of Training

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

Vendor Details

Company Name

Snowball Analytics

Founded

2022

Country

France

Website

snowball-analytics.com

Vendor Details

Company Name

A3 Tech (India)

Founded

2019

Country

India

Website

www.wylth.com

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting Yes 
Portfolio Rebalancing Yes 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Product Features

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