Gridkey
財經
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.
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Remove version control
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不收集資料
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輔助使用
開發者尚未表示此 App 支援的輔助使用功能。 進一步瞭解
資訊
- 供應商
- Gridkey Technologies Private Limited
- 大小
- 25.9 MB
- 類別
- 財經
- 相容性
需要 iOS 15.6 或以上版本。
- iPhone
需要 iOS 15.6 或以上版本。 - iPad
需要 iPadOS 15.6 或以上版本。 - iPod touch
需要 iOS 15.6 或以上版本。 - Mac
需要 macOS 12.5（或以上版本）以及配備 Apple M1（或以上版本）晶片的 Mac。 - Apple Vision
需要 visionOS 1.0 或以上版本。
- 語言
- 英文
- 年齡分級
4+
- 4+
- 版權
- © 2024 Gridkey Technologies. All rights reserved.