Gridkey

Finans

Gratis · Designad för 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.

Betyg och recensioner

  • Det visas ingen översikt eftersom den här appen inte har fått tillräckligt många betyg eller recensioner.

Remove version control

Version 4.0.7

Utvecklaren Gridkey har meddelat att appens integritetspraxis kan omfatta hantering av data enligt beskrivningen nedan. Mer information finns i utvecklarens integritetspolicy .

  • Data samlas inte in

    Utvecklaren samlar inte in några data från den här appen.

    Integritetspraxis kan variera, exempelvis p.g.a. vilka funktioner du använder eller din ålder. Läs mer

    Hjälpmedel

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    Information

    • Storlek
      • 25,9 MB
    • Kategori
      • Finans
    • Kompatibilitet
      Kräver iOS 15.6 eller senare.
      • iPhone
        Kräver iOS 15.6 eller senare.
      • iPad
        Kräver iPadOS 15.6 eller senare.
      • iPod touch
        Kräver iOS 15.6 eller senare.
      • Mac
        Kräver macOS 12.5 eller senare och en Mac med Apple M1‑chip eller senare.
      • Apple Vision
        Kräver visionOS 1.0 eller senare.
    • Språk
      • engelska
    • Ålder
      4+
    • Leverantör
      Gridkey Technologies Private Limited
      • Gridkey Technologies Private Limited har inte identifierat sig som en näringsidkare för den här appen. Om du är en konsument i det Europeiska ekonomiska samarbetsområdet (EES) gäller inte konsumenträttigheter för avtal mellan dig och leverantören.
    • Copyright
      • © 2024 Gridkey Technologies. All rights reserved.
  • Integritetspolicy

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