Gridkey
ファイナンス
無料 · iPad対応
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.
評価とレビュー
このアプリは、概要を表示するには評価件数やレビュー件数が不十分です。
Remove version control
デベロッパである“Gridkey”は、アプリのプライバシー慣行に、以下のデータの取り扱いが含まれる可能性があることを示しました。詳しくは、 デベロッパプライバシーポリシー を参照してください。
データの収集なし
デベロッパはこのアプリからデータを収集しません。
アクセシビリティ
デベロッパは、このアプリがサポートしているアクセシビリティ機能をまだ示していません。 詳しい情報
情報
- 販売元
- Gridkey Technologies Private Limited
- サイズ
- 25.9 MB
- カテゴリ
- ファイナンス
- 互換性
iOS 15.6以降が必要です。
- iPhone
iOS 15.6以降が必要です。 - iPad
iPadOS 15.6以降が必要です。 - iPod touch
iOS 15.6以降が必要です。 - Mac
macOS 12.5以降とApple M1以降のチップを搭載したMacが必要です。 - Apple Vision
visionOS 1.0以降が必要です。
- 言語
- 英語
- 年齢制限
4+
- 4+
- 著作権
- © 2024 Gridkey Technologies. All rights reserved.