Gridkey

Finanças

Grátis · Desenvolvido para iPad

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.

Classificações e Avaliações

  • Este app não recebeu classificações ou avaliações suficientes para exibir uma visão geral.

Fix: Zero holding in tables

Versão 4.0.6

Gridkey, responsável pelo desenvolvimento do app, indicou que as práticas de privacidade do app podem incluir o gerenciamento de dados conforme descrito abaixo. Para obter mais informações, consulte a política de privacidade do app .

  • Dados não coletados

    Os desenvolvedores não coletam nenhum dado deste app.

    As práticas de privacidade podem variar, por exemplo, conforme os recursos que você usa ou sua idade. Saiba Mais

    Acessibilidade

    O desenvolvedor ainda não indicou quais recursos de acessibilidade são compatíveis com esse app. Saiba mais

    Informações

    • Venda
      • Gridkey Technologies Private Limited
    • Tamanho
      • 25,9 MB
    • Categoria
      • Finanças
    • Compatibilidade
      Requer o iOS 15.6 ou posterior.
      • iPhone
        Requer o iOS 15.6 ou posterior.
      • iPad
        Requer o iPadOS 15.6 ou posterior.
      • iPod touch
        Requer o iOS 15.6 ou posterior.
      • Mac
        Requer o macOS 12.5 ou posterior e um Mac com o chip M1 da Apple ou posterior.
      • Apple Vision
        Requer o visionOS 1.0 ou posterior.
    • Idiomas
      • Inglês
    • Idade
      AL
    • Copyright
      • © 2024 Gridkey Technologies. All rights reserved.
  • Política de Privacidade

    • Você também pode gostar de