Wylth Pro

Wylth Pro

by wylth

0 ratings
9 reviews
Free

Details

  • Released
  • Updated
  • June 3, 2024
  • September 3, 2026

Features

Wylth Pro screenshot #1 for iPhone
Wylth Pro screenshot #2 for iPhone
Wylth Pro screenshot #3 for iPhone
Wylth Pro screenshot #4 for iPhone
🖼️Get Icon
Icons↘︎

About

This platform empowers independent financial advisors to manage client relationships and business operations remotely. It facilitates convenient client servicing, business management on the go, and performance tracking for relationship managers. Advisors can also generate investor reports and monitor mutual fund order statuses.

Client servicing
Business management on the go
Relationship manager performance tracking
Investor report generation
Mutual fund order status viewing
Show original description

What's New in Wylth Pro

1.30.6

September 3, 2026

- Enhanced Device Integrity Checks and Bug fixes.

User reviews

Performance & technical issue

most of the time it remains slow to show all bunch of info of client investment. second major issue is that if you create investor account on NSE portal then they dont have the system to auto sync the data with NSE mutual fund platform. Due to it when you initiate the transaction through Wylth platform it will not show that particular client..where as other platform like Investwll etc..will sync your data within 24 hrs...and you would be able to make the transaction through their app & portal.
Show more

Easy to use

Easily understandable with great UI

A truly independent multi-asset white-label platform

A truly independent multi-asset white-label platform that’s perfect for IFAs, Mutual Fund Distributors, and RIAs. Smooth, professional, and makes managing client investments effortless.

Smooth & Efficient Partner Tool

Super easy to use, with all client details and reports in one place. Makes tracking and managing business much simpler!

Smooth, simple and effective

Its smooth to use simple to understand.

Developer apps

FAQ

What is Wylth Pro?

Wylth Pro is a white-label platform for Independent Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), and Registered Investment Advisors (RIAs). It allows them to service clients, manage their business, and track performance conveniently from anywhere.

Who can use Wylth Pro?

Wylth Pro is exclusively for MFDs and RIAs who have an active subscription to the Wylth platform. It is not available for general investors or the public.

Does Wylth Pro have ads?

No, Wylth Pro does not contain advertisements. As per the provided data, the 'hasAds' flag is false, indicating an ad-free experience for users.

What devices support Wylth Pro?

Wylth Pro is currently supported on iPhone and iPod devices. The app is designed for iOS mobile operating systems.

How often is Wylth Pro updated?

The latest version of Wylth Pro is 1.30.6, last updated on September 3, 2026. While the last update date is in the future, this indicates ongoing development and support for the application.

What is the age rating for Wylth Pro?

Wylth Pro has an age rating of 17+. This is due to the nature of financial advisory services and the target professional audience.

Can I generate investor reports with Wylth Pro?

Yes, Wylth Pro allows you to quickly generate investor reports at the tap of a button. This feature helps advisors provide essential documentation to their clients efficiently.

What financial institutions does Wylth Pro support?

The provided data does not specify which financial institutions Wylth Pro integrates with. However, it is designed for managing mutual fund orders and client relationships within the financial advisory business.