Kristal RM

1.04.00

Kristal: Digital Wealth Manager

0.00

0 reviews

1,000+
Downloads

Free

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

1,000+ downloads

Download from Google Play Also on the App Store

About Kristal RM

Kristal RM is a business app developed by Kristal: Digital Wealth Manager.

How many times has Kristal RM been downloaded?

Kristal RM has been downloaded 2.3 thousand times. In the last 30 days, the app was downloaded 9 times.

What is the rating of Kristal RM?

Kristal RM has no ratings yet.

Is Kristal RM free?

Kristal RM is free to download. The APK download size is 4.35 MB. The latest version available is 1.04.00. The last update was on July 16, 2024.

What are the requirements for Kristal RM?

Kristal RM requires Android 5.0+ or higher. The app has a content rating of Everyone. The app has been available on Google Play November 2020.

Description

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

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

Show more Show less

More data about Kristal RM

Price	Free to download
Total downloads	2.3 thousand
Recent downloads	9
Rating	No ratings
Ranking	Not ranked
Version	1.04.00
APK size	4.35 MB
Number of libraries	22
Designed for Android	5.0+
Suitable for	Everyone
Ads	NO ads

App Performance Report

Get a detailed PDF report for Kristal RM with download trends, rating history, and key performance statistics — useful for competitive research or tracking your own app. Learn more

Get PDF Report — $29

Also available on the App Store

Kristal RM

Kristal

0.0

Free

Alternative downloads for the Kristal RM app

Kristal RM compared with similar apps

Common keywords of similar apps

Rm Kristal Client Solution Enabled Rms Relationships Review Ideas Advisory Practice Tasks Super Accounts Insights Enterprise Clients Wealth Team Management Manage Platform Investment Stocks Funds Track Portfolio Assets

Keywords missing from this app

Invest Financial Investing Account App Investments Portfolios Access Mutual Goals Tax Fund Market Risk Trading Experience Time Cash Stock Fees Capital Asset Ai Endowus Digital Build Real Money Planning Https Curated Including Registered Wealthfront Grow Low Investors Journey

Downloads over time

Subscribe to see download velocity and history

Kristal RM has been downloaded 2.3 thousand times. Over the past 30 days, it has been downloaded 9 times.

Changelog of Kristal RM

Show changelog

Developer information for Kristal: Digital Wealth Manager

Kristal: Digital Wealth Manager

support@kristal.ai

Website

Legal name:

Address:

Phone number:

Are you the developer of this app? Join us for free to see more information about your app and learn how we can help you promote and earn money with your app.

I'm the developer of this app

Comments on Kristal RM for Android

We don't have enough comments to show example comments. Please check back later.

Google Play Rankings for Kristal RM

This app is not ranked

Technologies used by Kristal RM

12 permissions · 22 libraries

Subscribe to see full permission and library details

Today's trending apps Popular Business Apps Apps on sale Top new apps Apps other people are watching

AppBrain is a directory focused on discovering great apps and games. We give statistics, rankings and search options that Google Play and the App Store don't have. All trademarks are owned by their respective owners. AppBrain doesn't offer APKs or binaries, and always lets users install the official version from Google Play or the App Store.

More apps

Kristal RM

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

About Kristal RM

How many times has Kristal RM been downloaded?

What is the rating of Kristal RM?

Is Kristal RM free?

What are the requirements for Kristal RM?

More data about Kristal RM

Also available on the App Store

Alternative downloads for the Kristal RM app

Kristal RM compared with similar apps

Common keywords of similar apps

Keywords missing from this app

Top rated similar apps (16)

Most downloaded similar apps (15)

More from Kristal: Digital Wealth Manager

Downloads over time

Changelog of Kristal RM

Developer information for Kristal: Digital Wealth Manager

Share Kristal RM

Comments on Kristal RM for Android

Google Play Rankings for Kristal RM

Technologies used by Kristal RM