Wylth Pro 17+

wylth

Designed for iPhone

    • Free

iPhone Screenshots

Description

Truly independent multi-asset white-label platform for Independent Financial Advisors (IFA) including Mutual Fund Distributors (MFD) and Registered Investment Advisors (RIA). This application is only MFDs and RIAs who have taken Wylth platform subscription.

- Service your clients conveniently any place anytime.
- Manage your financial advisory business on the go.
- Track performance of your relationship managers and their sales target.
- Generate investor reports quickly at the tap of a button.
- View the status of placed mutual fund orders.

What’s New

Version 1.6.0

- Infinite scroll implemented for order book listing
- Order book details page has improved user interface and additional information
- Infinite scroll implemented for client list page
- 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 based on, for example, the features you use or your age. Learn More

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