Kristal RM 4+
Kristal
Ontworpen voor iPad
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- Gratis
Schermafbeeldingen
Beschrijving
Kristal.AI is the wealth manager for the digital era. We enable investors to get access to a vast range of investment solutions globally.
The Kristal RM is a solution designed for YOU i.e. wealth advisors, distributors, and planners. It is an all-in-one wealth management platform. You can manage relationships, review portfolios, and find great investment ideas for your clients. It's got everything from stocks and ETFs to hedge funds, VC funds, and Pre-IPO stocks.
You also get the best AI and advisory team to assist you all the way. So if you want to digitize your wealth practice, Kristal RM is the perfect solution for you.
Relationship Management
Onboard, manage, and communicate with clients. No matter where you are. You can do KYC for your clients, send them notifications, maintain notes, and keep a track of your tasks. It's got CRM features like
Bulk Messaging
Bookmarking
Document upload
Activity tracking
Task tracker
Portfolio creation & monitoring
Making a personalized portfolio is super easy with us. Our award-winning Algo and the advisory team will help you choose the best for your client.
Review and track global investments of clients across accounts. If you have the approval, you can even invest or rebalance on their behalf. You can now manage more assets per RM.
Customer insights
Our analytical tools help you stay ahead of your clients. You get insights into their interests and likes. So that you can deliver advice that is timely and relevant.
Organize yourself
We make you super-efficient. You can create tasks for yourself and your colleagues. You can select your key accounts, bookmark ideas for them, and alert them to take action when needed.
Team Performance
Not only yourself, but the app allows you to manage your team as well. You get a "God’s eye-view" on the assets and relationships managed by your team. This is an enterprise solution for your enterprise needs.
If you want to register yourself or your wealth practice. Get in touch with us here
Nieuw
Versie 2
Bug fixes and improvements
App-privacy
De ontwikkelaar, Kristal, heeft aangegeven dat volgens de toepassing van het privacybeleid van de app gegevens kunnen worden beheerd zoals hieronder staat beschreven. Ga voor meer informatie naar het privacybeleid van de ontwikkelaar.
Er worden geen gegevens verzameld
De ontwikkelaar verzamelt geen gegevens van deze app.
Toepassing van het privacybeleid kan variëren op basis van bijvoorbeeld de functies die je gebruikt of je leeftijd. Lees meer
Informatie
- Provider
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O2O Technologies Pte. Ltd heeft zichzelf geïdentificeerd als een handelaar van deze app en heeft bevestigd dat dit product of deze dienst voldoet aan de wetgeving van de Europese Unie.
- DUNS-nummer
- 659249486
- Adres
- 79 Ayer Rajah Crescent #03-01 Singapore 139955 Singapore
- Telefoonnummer
- +65 97872429
- E-mailadres
- vineeth@kristal.ai
- Grootte
- 1,7 MB
- Categorie
- Financiën
- Compatibiliteit
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- iPhone
- Vereist iOS 12.2 of nieuwer.
- iPad
- Vereist iPadOS 12.2 of nieuwer.
- iPod touch
- Vereist iOS 12.2 of nieuwer.
- Mac
- Vereist een Mac met macOS 11.0 of nieuwer én Apple M1-chip of nieuwer.
- Apple Vision
- Vereist visionOS 1.0 of nieuwer.
- Talen
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Engels
- Leeftijd
- 4+
- Copyright
- © 2019 O2O Technologies Inc.
- Prijs
- Gratis