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KRISTALBanks, wealth managers, and advisors across 50+ countries use Kristal's regulated infrastructure to offer 50,000+ global investment products – without building from scratch.
One platform, four layers each one handling what used to require a separate vendor
Fully white-labelled digital onboarding, portfolio dashboards, capital gains reporting and tax statements. Your clients see your brand powered by Kristal's infrastructure behind the scenes.
*Portfolio values and results shown are illustrative only. Individual client results will vary. Not a guarantee of future performance. Impact metrics based on aggregate data from Kristal powered RM networks.
Pipeline, portfolios, proposals and compliance in a single view. Your RMs manage every relationship with Jarvis working alongside them — no more juggling separate tools.
Jarvis analyses client portfolios in seconds, drafts client communications and surfaces next best actions — purpose built for wealth management workflows, not a Chat GPT wrapper.
A branded portal and app for your clients — digital onboarding, KYC, live portfolios, reporting and tax statements, all under your name and powered by Kristal behind the scenes.
Built in-house by Kristal, Jarvis empowers your relationship managers with institutional grade AI. Not a Chat GPT wrapper — purpose built for wealth management workflows across MAS, SFC, SEBI & FSRA jurisdictions.
Analyse any client's portfolio in seconds risk exposure, drift, rebalancing opportunities and tax implications.
Proactive alerts for client engagement maturity events, market triggers, upsell opportunities and compliance flags.
Generate personalized portfolio updates, market briefs and investment recommendations ready to send in one click.
Real-time compliance checks on every recommendation, automatically adapted across MAS, SFC, SEBI & FSRA rules.
PAL is Kristal's AI-powered portfolio engine. It shows what's driving your risk and performance, flags when you drift from your goals, and explains every insight in plain language not just signals.
Beta, duration, FX, credit every risk driver, updated daily.
Map positions to life goals. PAL surfaces gaps and next steps.
Simulate rate hikes, corrections and macro shocks before they happen.
Every recommendation explained. No black boxes. Full transparency.
From API access to full platform delegation pick the tier that matches your business
“As a partner of Kristal.ai, I am proud to be associated with a company that is changing the way people think about wealth management. One of the things that impressed me the most about Kristal.ai is the wide selection of investment products that they offer. Their innovative approach and commitment to excellence make them a standout player in the industry.”
“The new Kristal platform for wealth managers and financial advisors is a good solution. It simplifies the entire process from scheme discovery to trade execution and has helped us become more efficient than before. The best part is the ease of use which means our teams can do everything from onboarding to tracking client portfolios by themselves.”
“Kristal AI has built a very comprehensive platform with diverse investment opportunities across various asset classes and geographies. Through our partnership with Kristal.AI, we are now able to offer our clients solutions previously inaccessible to them, thus allowing them to build a well-diversified global portfolio.”
“The investment team is quite amazing and so is the client onboarding and support team. Highly recommended for anyone wanting to invest money in equity or debt or commodity funds globally.”
“I enjoyed using Kristal because, compared to other Roboadvisors that I use, I have more control if I want to take the driver seat on my investment. This is something that I could not find in my other Roboadvisor platform experience, as the option is limited to selling your position as a whole rather than picking which investment you want to trade.”
“It was a challenge to get access to premium products through big banks as they did not deem my AUM big enough. Kristal valued me as an investor and provided guidance & personalized services all the way.”
“The platform allows me to straddle strategies across various asset classes including bonds, equity and more. Love the ease, control and freedom.”
Your clients' assets are held in individually segregated accounts — never pooled, never at risk.
Join the platform $2B+ in partner assets across 50+ countries. Implementation in as little as 4 weeks.