Gridkey 4+
One place for all investments
Gridkey
Designed for iPad
-
- Free
Screenshots
Description
Wealth Management with Superpowers
Whether you're a financial advisor looking to scale your business or an investor seeking a holistic view of your wealth, our suite of products has you covered.
One place for all your investments. Our intuitive platform simplifies managing diverse assets in equity, mutual funds, ETFs, bonds, fixed deposits, insurances, loans etc.
Seamlessly import data & eliminate data chaos
1. Quick data imports through broker trade files, ledger statements and contract notes
2. Import data through broker integrations and eliminate data errors
Automate imports by auto forward of contract notes
Stay informed through data driven insights
1. Gain valuable insights and analysis of your investments and make better informed decisions.
2. Advisor dashboards to get a comprehensive view of your business
3. Holdings Summary to get holistic perspective of client investments
Navigate compliance requirements proactively
1. Solve regulatory burdens like KYC, Risk Profile, Agreement Signing, pre trade approvals, and annual advice register.
2. Comply with industry standard data security measures.
3. Assess client financial & goal planning before giving advisory to help them financial independence
Optimize portfolio performance through model portfolios
1. Create baskets and model portfolios with desired strategies and risk management.
2. Generate trades through order simulator to meet unique client goals and needs.
3. Compliantly execute trades via broker gateways
Elevate Client Experience with transparent engagement
1. Induce client onboarding flows for simplifying client success journey.
2. Give Family level access to client logins on web and mobile app.
3. Focus on client education, collaboration with latest engagement tools to achieve client satisfaction.
4. Rebalance portfolios, analyze deviations and other metrics.4. Rebalance portfolios, analyze deviations and other metrics.
Effortlessly calculate fee, raise invoice and collect fee
1. Introduce multiple custom fee plans and calculate fee precisely
2. Automate invoice generation and collect fees through e-nach mandates.
3. Effortless fee sharing & reconciliation among stakeholders.
4. Offer subscriptions of your basket models to increase revenue.
What’s New
Version 2.4.0
- Additional sorting changes enhancement
- Solving the bugs of wrong date diplay
App Privacy
The developer, Gridkey, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Gridkey Technologies Private Limited
- Size
- 26.4 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Gridkey Technologies. All rights reserved.
- Price
- Free