Kristal RM

By Kristal on AppTrack Ninja.

Wealth mgmt app for RMs

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 i…

Categories: Finance, Business

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