Gridkey
Finanza
Gratis · Progettata per 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.
Valutazioni e recensioni
L’app non ha ricevuto un numero sufficiente di valutazioni o recensioni per poter mostrare una panoramica.
Remove version control
Lo sviluppatore, Gridkey, ha indicato che le procedure per la tutela della privacy dell’app potrebbero includere il trattamento dei dati descritto di seguito. Per scoprire di più, consulta l’informativa sulla privacy dello sviluppatore .
Dati non raccolti
Lo sviluppatore non raccoglie alcun dato da quest’app.
Accessibilità
Lo sviluppatore non ha ancora indicato le funzioni di accessibilità supportate dall’app. Scopri di più
Informazioni
- Dimensioni
- 25,9 MB
- Categoria
- Finanza
- Compatibilità
Richiede iOS 15.6 o versioni successive.
- iPhone
Richiede iOS 15.6 o versioni successive. - iPad
Richiede iPadOS 15.6 o versioni successive. - iPod touch
Richiede iOS 15.6 o versioni successive. - Mac
Richiede macOS 12.5 o versioni successive e un Mac con chip Apple M1 o versioni successive. - Apple Vision
Richiede visionOS 1.0 o versioni successive.
- Lingue
- Inglese
- Età
4+
- 4+
- Fornitore
Gridkey Technologies Private Limited
- Gridkey Technologies Private Limited non si identifica come operatore commerciale per questa app. Se ti trovi all’interno dello Spazio economico europeo, i diritti dei consumatori non si applicano agli accordi tra te e il fornitore.
- Copyright
- © 2024 Gridkey Technologies. All rights reserved.