---
description: Review of Wylth Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Wylth | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Hedge Fund Software](/directory/4146/hedge-fund/software) > [Wylth](/software/775707/Wylth)

# Wylth

Canonical: https://www.softwareadvice.ie/software/775707/Wylth

> Wylth is a cloud-based wealth-tech platform built for Mutual Fund Distributors, Independent Financial Advisors, and Registered Investment Advisors in India, with a focus on mid-sized to large practices looking to scale.&#10;&#10;The platform consolidates mutual fund transaction execution across BSE, NSE, and MFU, CRM with lead management and WhatsApp chatbot, research tools, multi-asset products, and AI-powered marketing into one system. Multi-asset offerings cover bank fixed deposits, corporate bonds, Pre-IPO securities, insurance, and loans against securities. A unified portfolio view pulls in client equity and global holdings alongside mutual fund data.&#10;&#10;AI tools generate goal-based investment proposals, branded pitch decks, and marketing content. The Risk Engine scores each client from 0 to 100 on churn likelihood weekly, helping advisors identify at-risk clients early. White-label branding options include a Partner App, mobile app, and hosted investor portal via Wylth Studio.&#10;&#10;Wylth operates on a fixed, transparent pricing structure that does not increase with AUM growth. Support is available through a built-in query ticketing system and WhatsApp chatbot.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## About the vendor

- **Company**: Wylth

## Commercial Context

- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: India

## Features

- Investments Tracking
- Performance Metrics
- Portfolio Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Hedge Fund Software](https://www.softwareadvice.ie/directory/4146/hedge-fund/software)

## Related Categories

- [Hedge Fund Software](https://www.softwareadvice.ie/directory/4146/hedge-fund/software)
- [Investment Management Software](https://www.softwareadvice.ie/directory/4566/investment-management/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/775707/Wylth)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/775707-Wylth/> |
| en-AU | <https://www.softwareadvice.com.au/software/775707/Wylth> |
| en-GB | <https://www.softwareadvice.co.uk/software/775707/Wylth> |
| en-IE | <https://www.softwareadvice.ie/software/775707/Wylth> |
| en-NZ | <https://www.softwareadvice.co.nz/software/775707/Wylth> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"SoftwareAdvice Ireland","address":{"@type":"PostalAddress","addressLocality":"Dublin","addressRegion":"D","postalCode":"D02 NP94","streetAddress":"2 Park Place, 3rd Floor, Hatch St Dublin, D02 NP94 Ireland"},"description":"We've helped more than 500000 buyers to find the right software.","email":"info@softwareadvice.ie","url":"https://www.softwareadvice.ie/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@type":"Organization","@id":"https://www.softwareadvice.ie/#organization","parentOrganization":"G2.com, Inc.","sameAs":[]},{"name":"Wylth","description":"Wylth is a cloud-based wealth-tech platform built for Mutual Fund Distributors, Independent Financial Advisors, and Registered Investment Advisors in India, with a focus on mid-sized to large practices looking to scale.\n\nThe platform consolidates mutual fund transaction execution across BSE, NSE, and MFU, CRM with lead management and WhatsApp chatbot, research tools, multi-asset products, and AI-powered marketing into one system. Multi-asset offerings cover bank fixed deposits, corporate bonds, Pre-IPO securities, insurance, and loans against securities. A unified portfolio view pulls in client equity and global holdings alongside mutual fund data.\n\nAI tools generate goal-based investment proposals, branded pitch decks, and marketing content. The Risk Engine scores each client from 0 to 100 on churn likelihood weekly, helping advisors identify at-risk clients early. White-label branding options include a Partner App, mobile app, and hosted investor portal via Wylth Studio.\n\nWylth operates on a fixed, transparent pricing structure that does not increase with AUM growth. Support is available through a built-in query ticketing system and WhatsApp chatbot.","image":"https://images.g2crowd.com/display-layer-screenshots/2108771/4713373ac94650bf6eb8ecc1954f2f310d4fd04bc4a79d82749235a91921629f.png","url":"https://www.softwareadvice.ie/software/775707/Wylth","@type":"SoftwareApplication","@id":"https://www.softwareadvice.ie/software/775707/Wylth#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.ie/#organization"},"operatingSystem":"Cloud"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Hedge Fund Software","position":2,"item":"/directory/4146/hedge-fund/software","@type":"ListItem"},{"name":"Wylth","position":3,"item":"/software/775707/Wylth","@type":"ListItem"}],"@id":"https://www.softwareadvice.ie/software/775707/Wylth#breadcrumblist"}]}
</script>
