Ubaid Shaikh

Wylth®

Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs). The technology ecosystem covers entire customer lifecycle, including on-boarding, transacting, relationship management, reporting, and communication. Features include dashboards, fine-grained permissions and access control, order management from a single unified interface, support for multiple asset classes and alternative investments, portfolio management, and much more for the Financial Advisors and Relationship Managers. The platform provides rich features along with a personalized, white-labelled website to attract investors and provide a professional outlook to the financial advisory business.