Wylth - 2026 Pricing, Features, Reviews & Alternatives

Wylth is a cloud-based wealth-tech platform built for Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs), and Registered Investment Advisors (RIAs) operating in India. The platform consolidates mutual fund transaction execution across BSE, NSE, and MFU from a single screen, CAMS-powered digital KYC and client onboarding, a configurable CRM, multi-asset product access, research tools, and AI-driven marketing capabilities into one unified environment. Certified by the Singapore FinTech Association under the Wealth Management category, Wylth targets mid-sized to large MFDs and SEBI-registered advisors seeking to scale operations without proportional increases in tooling costs or operational overhead.

The platform's feature set spans the full advisory workflow. The CRM module covers lead management, query ticketing, a WhatsApp chatbot, and model portfolio creation. Research 360 provides an MF Screener, MF Compare, NFO tracking, and curated fund baskets. Multi-asset offerings extend beyond mutual funds to include Bank FDs/RDs, Corporate FDs, Pre-IPO securities, bonds, P2P loans, loans against mutual funds and securities, and insurance products across health, life, motor, and property categories. A unified portfolio view supports import of client equity and global holdings. Wylth Studio delivers white-label branded websites and investor engagement portals, hosted and maintained by the platform. A white-label Partner App and mobile app are also available. The customisable dashboard surfaces 7+ widgets including MF Net Sales, SIP Net Additions, Pending Actions, and Client Pulse, alongside a report builder for operational reporting.

AI capabilities are integrated across client engagement and marketing functions. Wylth AI generates personalised, family-focused, goal-based investment proposals, branded educational and greeting videos, marketing images with secure watermarking, and AI pitch decks for client presentations. The Risk Engine scores every client on a 0-to-100 churn risk scale, refreshed weekly, based on SIP consistency, large withdrawals, portfolio returns, and engagement patterns. Clients are grouped into five risk bands with family-level visibility, surfacing at-risk relationships before attrition occurs. Investor portal tools including risk profiling, goal planning, and portfolio scoring support prospect conversion. Pricing is fixed and transparent, with no AUM-based penalties as practices scale.