Kristal RM

A.I. enabled client management platform for RMs of Kristal.AI clients

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