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.