WHERE AI MEETS WEALTH MANAGEMENT

Accelerate with Kristal.AI Technology

Unleash the potential of your wealth practice or turbocharge your existing business with our cutting-edge technology platform

Set-up Your
Wealth Management Infrastructure

Scale-up your Wealth Business

Set up your Wealth Management Infrastructure

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Integrated Digital Onboarding

Get started instantly with our seamless and convenient digital onboarding process

Personalized Advisory
& Engagement

Personalized advisory and engagement engine designed to provide tailored advice and support

Flexible Pricing and Automated Billing

Flexible pricing model and automated billing for RM-level MIS

Fully Managed Product Offering

With a fully managed GTM solution, wealth management firms can quickly and efficiently market their products.

Analytics & Reporting

Provide insight into capital gains, tax statements, reports, etc. in order to comply with regulatory requirements

Scale up your Wealth Business

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Scaling Advisory and Productivity

Delivering financial information on the current financial portfolio(s), backed up by insights collected to build trust and transparency, at scale.

Scaling Advisory and Productivity

Delivering financial information on the current financial portfolio(s), backed up by insights collected to build trust and transparency, at scale.

Why choose
Kristal.AI Technology?
Collapsible Example
A SNAPSHOT OF OUR ENTERPRISE SOLUTION

Kristal.AI Intelligence Framework

Boost your or/and your clients’ wealth management experience with a 360-degree digital infrastructure.

Impactful and timely material financial information provided, basis respective portfolios, product consumption, and platform behavior.

With our advanced measurement and analytics tools, gain real-time insights to help develop a deeper understanding of your/your clients’ financial portfolio(s).

A 360-degree digital infrastructure focused on scaling up your and your clients’ wealth management experience.

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Wish to know more?
Get in touch with us to explore our offerings today!

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Bank & Wealth Managers
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WHATSAPP

+65 92391022

Partnerships

cp@kristal.ai

Customer  Support

support@kristal.ai

We are licensed in Singapore, Hong Kong and India. Kristal Advisors (SG) Pte. Ltd. presently operates under the CMS license by the Monetary Authority of Singapore (MAS). Kristal  Advisors  (HK) Ltd is licensed and regulated by the Securities and Futures Commission (SFC) to carry out Type 4 and Type 9 regulated activities and is not involved in the  discretionary management  of any collective investment scheme. Kristal Advisors Private Ltd. presently operates as a Registered Investment Advisor under the jurisdiction of the  Securities and Exchange Board of India  (SEBI).

Read more about our privacy policy - Here

Copyright © 2023 Kristal Advisors (SG) Pte. Ltd. UEN: 201711235E

Investors
Institutional Clients
Wealth-tech Platform
Company
Resources
Contact us now
WHATSAPP

+65 92391022

Partnerships

cp@kristal.ai

Customer  Support

support@kristal.ai

We are licensed in Singapore, Hong Kong and India. Kristal Advisors (SG) Pte. Ltd. presently operates under the CMS license by the Monetary Authority of Singapore (MAS). Kristal  Advisors  (HK) Ltd is licensed and regulated by the Securities and Futures Commission (SFC) to carry out Type 4 and Type 9 regulated activities and is not involved in the  discretionary management  of any collective investment scheme. Kristal Advisors Private Ltd. presently operates as a Registered Investment Advisor under the jurisdiction of the  Securities and Exchange Board of India  (SEBI).

Read more about our privacy policy - Here

Copyright © 2023 Kristal Advisors (SG) Pte. Ltd. UEN: 201711235E