Gridkey

理財

免費 · 專為 iPad 設計

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.

評分與評論

  • 此App未收到足夠的評分或評論以顯示概況。

Fix: Zero holding in tables

版本4.0.6

開發者Gridkey表明App的私隱慣例或包括下列資料的處理。詳情請參閲 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

    輔助使用

    開發者尚未表示此 App 支援哪些輔助使用功能。 進一步了解

    資料

    • 供應商
      • Gridkey Technologies Private Limited
    • 大小
      • 25.9 MB
    • 類別
      • 理財
    • 相容性
      須使用 iOS 15.6 或以上版本。
      • iPhone
        須使用 iOS 15.6 或以上版本。
      • iPad
        須使用 iPadOS 15.6 或以上版本。
      • iPod touch
        須使用 iOS 15.6 或以上版本。
      • Mac
        須使用 macOS 12.5 或以上版本及配備 Apple M1 或以上版本晶片的 Mac。
      • Apple Vision
        須使用 visionOS 1.0 或以上版本。
    • 語言
      • 英文
    • 年齡分級
      4+
    • 版權
      • © 2024 Gridkey Technologies. All rights reserved.
  • 私隱政策

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