Gridkey
Finanças
Grátis · Desenvolvida 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.
Classificações e críticas
Esta aplicação não recebeu classificações ou críticas suficientes para apresentar uma descrição geral.
Remove version control
O programador, Gridkey, indicou que as práticas de privacidade da app podem incluir o tratamento de dados conforme descrito abaixo. Encontrará mais informação na política de privacidade do programador .
Dados não recolhidos
O programador não recolhe quaisquer dados desta app.
Acessibilidade
O programador ainda não indicou quais as funcionalidades de acessibilidade suportadas por esta app. Saiba mais
Informação
- Tamanho
- 25,9 MB
- Categoria
- Finanças
- Compatibilidade
Requer o iOS 15.6 ou posterior.
- iPhone
Requer o iOS 15.6 ou posterior. - iPad
Requer o iPadOS 15.6 ou posterior. - iPod touch
Requer o iOS 15.6 ou posterior. - Mac
Requer o macOS 12.5 ou posterior e o processador M1 da Apple ou posterior. - Apple Vision
Requer o visionOS 1.0 ou posterior.
- Idiomas
- Inglês
- Idade
4+
- 4+
- Fornecedor
Gridkey Technologies Private Limited
- Gridkey Technologies Private Limited não se identificou como comerciante desta app. Se for um consumidor do Espaço Económico Europeu, os direitos do consumidor não se aplicam aos acordos entre si e o fornecedor.
- Copyright
- © 2024 Gridkey Technologies. All rights reserved.