Gridkey 4+

Gridkey

專為 iPad 設計

    • 免費

螢幕截圖

描述

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.


最新功能

版本 3.0.0

Some of the bugs fixes and app crash issues

App 私隱

開發者表明Gridkey的私隱慣例或包括下列資料的處理。詳情請參閱開發者的私隱政策

不收集資料

開發者不會從此 App 收集任何資料。

私隱慣例或因使用的功能或年齡等因素而異。進一步了解

你可能也喜歡

Valor By SP Jain
理財
Simplus Financial
理財
Aalps Wealth
理財
Capitalmind Wealth
理財
GoalTeller
理財
Avendus Wealth
理財