Kristal RM 4+
Wealth mgmt app for RMs
Kristal
Designed for iPad
-
- Free
Screenshots
Description
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
What’s New
Version 2
Bug fixes and improvements
App Privacy
The developer, Kristal, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
-
O2O Technologies Pte. Ltd has identified itself as a trader for this app and confirmed that this product or service complies with European Union law.
- DUNS Number
- 659249486
- Address
- 79 Ayer Rajah Crescent #03-01 Singapore 139955 Singapore
- Phone Number
- +65 97872429
- vineeth@kristal.ai
- Size
- 1.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.2 or later.
- iPad
- Requires iPadOS 12.2 or later.
- iPod touch
- Requires iOS 12.2 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2019 O2O Technologies Inc.
- Price
- Free