Kristal RM vs Indiassetz

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

Started by ex-bankers, Indiassetz kick-started operations in 2014 with the goal of making Real Estate Wealth Management simple, professional and research-driven, for HNIs and NRIs across the globe. With more than $1.5 Billion in active Assets Under Management, our Advisory, repertoire of Products, execution capabilities, and in-house technology have made us the most trusted Real Estate Wealth Management Company in India. We have partnered with the world’s leading Banks and Wealth Management firms across India, who trust us to manage their clients’ Real Estate Wealth. Indiassetz serves individuals with a combination of innovative technology and on-ground expertise. As a rapidly expanding full stack, tech-enabled, research and data-driven organization, Indiassetz delivers unparalleled customer experience with a mission to transform real estate wealth management for non-institutional individuals. Indiassetz, as a market leader, brings transparency and a customer-first portfolio approach to Real Estate Wealth Management. ONE-STOP FOR EVERYTHING REAL ESTATE From advisory to property transactions, and interiors to paperwork, get personalized recommendations curated for your portfolio needs. INVEST Invest in any type of Real Estate just as easily as you can invest in stocks SELL AND RENT Sell and Rent your properties, from anywhere in the world MANAGE Enhance the value of your assets with a personal and professional portfolio approach to property management MAINTAIN Leave the hassle of your timely upkeep and complex paperwork to us, be it for government liaising works or legal assistance DISCOVER Maximize your returns with comprehensive, data-driven advisory on your portfolio with our instant valuation engine FINANCE Unlock the ability to build your real estate wealth through financial assistance that is fast, fair, and transparent. The More You Know, The Better You invest!