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Kristal RM 4+
Kristal
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스크린샷
설명
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
새로운 기능
버전 2
Bug fixes and improvements
앱이 수집하는 개인정보
Kristal 개발자가 아래 설명된 데이터 처리 방식이 앱의 개인정보 처리방침에 포함되어 있을 수 있다고 표시했습니다. 자세한 내용은 개발자의 개인정보 처리방침을 참조하십시오.
데이터가 수집되지 않음
개발자가 이 앱에서 데이터를 수집하지 않습니다.
개인정보 처리방침은 사용하는 기능이나 사용자의 나이 등에 따라 달라질 수 있습니다. 더 알아보기
정보
- 제공자
- O2O Technologies Pte. Ltd
- 크기
- 1.7MB
- 카테고리
- 금융
- 호환성
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- iPhone
- iOS 12.2 이상 필요
- iPad
- iPadOS 12.2 이상 필요
- iPod touch
- iOS 12.2 이상 필요
- Mac
- macOS 11.0 이상 및 Apple M1 칩 이상이 탑재된 Mac이 필요
- Apple Vision
- visionOS 1.0 이상 필요
- 언어
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영어
- 연령 등급
- 4+
- 저작권
- © 2019 O2O Technologies Inc.
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