Wylth 17+
wylth
Designed for iPhone
-
- Free
iPhone Screenshots
Description
This platform offers a variety of financial products and tools:
Investment Options:
• A selection of Mutual Funds
• Access to Global Markets
• Portfolio Management Services (PMS)
• Peer-to-Peer (P2P) Lending
Clients can make informed investment choices based on recommendations from their financial advisors.
Insurance Coverage:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance
Loan Services:
• Loans secured by Mutual Funds
• Loans secured by Securities
• Loans tailored for Small and Medium Enterprises (SMEs)
Portfolio Tracking Features:
> Monitor the performance of your portfolio, including investments in the above categories, managed by your financial advisor.
> Aggregate and view family-level portfolios.
> Get a comprehensive view of your portfolios at a glance.
> See overall returns, including dividends and interest earnings.
> Stay informed with notifications about key events and financial milestones.
> Align your financial goals with your investments and track their progress.
> Keep track of your support tickets.
> Receive customised portfolio reports via email, tailored to your preferences and family members
What’s New
Version 1.4.0
- AUM drill down with new chart
- New MF holding and systematic list view
- New and improved folio details along with transaction list view
- Systematic card in folio details view
- Infinite scroll implemented for order book listing
- Order book details page has improved user interface and additional information
- Additional info such as client address, PAN, City and Pin Code displayed in holding mode dropdown
- Show app version and build number in settings page
App Privacy
The developer, wylth, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- A3 TECH (INDIA) PRIVATE LIMITED
- Size
- 43.1 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 17+
- Copyright
- © A3 Tech (India) Private Limited
- Price
- Free