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Truly independent multi-asset white-label platform for Independent Financial Advisors (IFA) including Mutual Fund Distributors (MFD) and Registered Investment Advisors (RIA)
Wylth Pro
by wylth
What is it about?
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.
App Screenshots
App Store 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.
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
