01/06/2026
We just shipped Wylth 2.0. Here's the honest version of how it went.
Some things were quietly breaking for every IFA and MFD we spoke to.
📂 Their AUM was in a mess.
National distributor holdings lived outside the platform - untracked, unmapped, unreported. The number they saw every morning wasn't their real book. The new Data Uploader fixes this. One upload, and external holdings consolidate into Wylth - mapped to clients, visible in AUM, sourced in every report.
👻 Clients were leaving without warning.
No signal. No alert. Just a redemption request from someone who'd already decided to go. Client Pulse now predicts churn before it happens - segmenting your book by risk so the question shifts from "why did they leave?" to "who needs a call this week?"
🖥️ Their dashboard was working against them.
Pending orders buried. KYC tasks on sticky notes. A CRM that took six clicks to find one client. The new workspace fixes all of it - Pending Actions Overview, customisable layouts that actually save, Excel-style CRM filters, and a city-level client demographics view. Less time finding. More time advising.
🧮 Clients weren't acting because the numbers weren't clear.
"Should I do a SIP or lump sum?" "How much do I need to retire?" Vague answers don't build trust. 8 new calculators - SIP, Lump Sum, SWP, Retirement, Education, Tax Saving, Inflation Impact, Goal Planning - give advisors the tools to answer those questions right inside the conversation, before a client asks someone else.
One platform. Every holding. Complete advice.
That's Wylth 2.0.