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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.

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

Altruist Yes 
Charles Schwab Yes 
Fidelity Yes 
Nitrogen Yes 
WhatsApp No 
Zoom No 

Integrations

Altruist No 
Charles Schwab No 
Fidelity No 
Nitrogen No 
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 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 Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Vise

Founded

2016

Country

United States

Website

vise.com

Vendor Details

Company Name

A3 Tech (India)

Founded

2019

Country

India

Website

www.wylth.com

Product Features

Investment Management

Accounting Management No 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management No 
Commodities Yes 
Compliance Reporting No 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders No 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

Stock Portfolio Management

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

Product Features

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