Gridkey

Finanzas

Gratis · Diseñada para 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.

Calificaciones y reseñas

  • Esta app no ha recibido suficientes calificaciones ni reseñas para mostrar un resumen.

Fix: Zero holding in tables

Versión 4.0.6

El desarrollador (Gridkey) indicó que las prácticas de privacidad de la app pueden incluir el manejo de datos que se describe a continuación. Para obtener más detalles, consulta la política de privacidad del desarrollador .

  • No se recopilan datos

    El desarrollador no recopila ningún dato en esta app.

    Las prácticas de privacidad pueden cambiar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles

    Accesibilidad

    El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles

    Ficha técnica

    • Vendedor
      • Gridkey Technologies Private Limited
    • Tamaño
      • 25.9 MB
    • Categoría
      • Finanzas
    • Compatibilidad
      Requiere iOS 15.6 o posterior.
      • iPhone
        Requiere iOS 15.6 o posterior.
      • iPad
        Requiere iPadOS 15.6 o posterior.
      • iPod touch
        Requiere iOS 15.6 o posterior.
      • Mac
        Requiere macOS 12.5 o posterior y una Mac con el chip M1 de Apple o posterior.
      • Apple Vision
        Requiere visionOS 1.0 o posterior.
    • Idiomas
      • Inglés
    • Edad
      4+
    • Copyright
      • © 2024 Gridkey Technologies. All rights reserved.
  • Política de privacidad

    • También te podría interesar