Kristal:Digital Wealth Manager 5.84

Kristal:Digital Wealth Manager 5.84

Kristal – Freeware – iOS
4
最新版本
5.84
image/svg+xml VERY GOOD User Rating

In the realm of global investment opportunities, Kristal.AI stands out with a comprehensive platform tailored for both accredited and retail investors. With its recent redesign, the service enhances user experience while broadening access to a diverse array of investment products.

For accredited investors, Kristal.AI presents an extensive selection that includes award-winning funds, alternative investments, impact investments, and private equity options. Additionally, the platform offers legacy planning through its family office services, addressing the needs of those seeking comprehensive wealth management solutions.

Everyday investors can benefit from over 200 curated ETFs aligned with sector themes, alongside algorithm-managed portfolios designed for seamless entry into investing. These portfolios are automatically rebalanced, providing users with a hassle-free investment experience. The Kristal.AI mobile app further enriches this experience by providing a portfolio dashboard, market updates, and access to the latest investment opportunities while on-the-go.

Advantages of the Kristal Private Wealth account include:

  • Regular additions of innovative investment ideas through consultation with a dedicated Kristal Advisor.
  • Access to private market investments typically reserved for ultra-high-net-worth individuals.
  • Unbiased advice and timely insights curated by your personal Kristal Advisor.
  • Enhanced visibility into wealth management through effective asset administration.
  • The opportunity to amplify investment performance through leverage or margin trading.
  • A fully discretionary mandate option, allowing advisors to make informed investment decisions on behalf of clients.

The Kristal Retail account offers several attractive features:

  • Personalized investment portfolios using an advisory algorithm based on individual goals, risk tolerance, and time horizons.
  • Automation of investments via a Systematic Investment Plan for ease of management.
  • Flexibility in selecting investments within algorithm-generated portfolios.
  • Management fees starting at 0.3% per annum from the first investment, with convenient top-up and withdrawal options through an online portal.

As a regulated entity based in Singapore with additional offices in Hong Kong and India, Kristal.AI is licensed by the Monetary Authority of Singapore (MAS), Securities and Futures Commission (SFC) of Hong Kong, and Securities and Exchange Board of India (SEBI). Client funds are securely held in DBS (Trustee Bank), while assets are custodied by Saxo Markets and Interactive Brokers.

For further information or inquiries, please refer to our media and press section: Kristal.AI Media & Press.

If you appreciate the services provided by Kristal.AI, consider following us on LinkedIn: Kristal.AI LinkedIn.

概述

Kristal:Digital Wealth Manager 是在由Kristal开发类别 Business Freeware 软件。

最新版本是 Kristal:Digital Wealth Manager 的 5.84 2024/12/27 上释放。 它最初被添加到我们的数据库 2024/12/27 上。

Kristal:Digital Wealth Manager 在下列操作系统上运行: iOS。

用户 Kristal:Digital Wealth Manager 4 个 5 星的评分,给了它。

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