Kristal RM 4+
Kristal
Designet til iPad
-
- Gratis
Skærmbilleder
Beskrivelse
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
Nyheder
Version 2
Bug fixes and improvements
App-anonymitet
Udvikleren, Kristal, har angivet, at fremgangsmåder vedrørende app-anonymitet muligvis inkluderer håndtering af data som beskrevet nedenfor. Du kan få flere oplysninger her: udviklerens anonymitetspolitik.
Data indsamles ikke
Udvikleren indsamler ikke data fra denne app.
Fremgangsmåder vedrørende anonymitet kan variere, f.eks. baseret på de funktioner, du bruger, eller din alder. Læs mere
Oplysninger
- Leverandør
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O2O Technologies Pte. Ltd har identificeret sig selv som en forhandler af denne app og har bekræftet, at produktet eller tjenesten er i overensstemmelse med EU-lovgivning.
- DUNS-nummer
- 659249486
- Adresse
- 79 Ayer Rajah Crescent #03-01 Singapore 139955 Singapore
- Telefonnummer
- +65 97872429
- vineeth@kristal.ai
- Størrelse
- 1,7 MB
- Kategori
- Finans
- Kompatibilitet
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- iPhone
- Kræver iOS 12.2 eller en nyere version.
- iPad
- Kræver iPadOS 12.2 eller en nyere version.
- iPod touch
- Kræver iOS 12.2 eller en nyere version.
- Mac
- Kræver macOS 11.0 eller en nyere version og en Mac med Apple M1-chip eller en nyere version.
- Apple Vision
- Kræver visionOS 1.0 eller en nyere version.
- Sprog
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Engelsk
- Alder
- 4+
- Copyright
- © 2019 O2O Technologies Inc.
- Pris
- Gratis