Wylth Pro vs Highcrest

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.

This app is only available for investors who have taken the service of Highcrest, an AMFI registered Mutual Fund Distributor. This platform offers a variety of Mutual Funds schemes to pick from. Investors can make informed investment choices based on the recommendations provided. View and access existing insurance when needed: • Automobile Insurance • Health Insurance • Life Insurance • Property Insurance Portfolio Tracking Features: Monitor the performance of your portfolio, including investments in the above categories 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