Integrated Digital Onboarding
Get started instantly with our seamless and convenient digital onboarding process
Unleash the potential of your wealth practice or turbocharge your existing business with our cutting-edge technology platform
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Get started instantly with our seamless and convenient digital onboarding process
Personalized advisory and engagement engine designed to provide tailored advice and support
Flexible pricing model and automated billing for RM-level MIS
With a fully managed GTM solution, wealth management firms can quickly and efficiently market their products.
Provide insight into capital gains, tax statements, reports, etc. in order to comply with regulatory requirements
Delivering financial information on the current financial portfolio(s), backed up by insights collected to build trust and transparency, at scale.
Delivering financial information on the current financial portfolio(s), backed up by insights collected to build trust and transparency, at scale.
Boost personalized client engagement with our next-best action framework, designed to help wealth tech platforms deliver timely, relevant, and impactful interactions.
Boost personalized client engagement with our next-best action framework, designed to help wealth tech platforms deliver timely, relevant, and impactful interactions.
Designed to proactively engage clients while also providing Relationship Managers with timely, pertinant, and seamless communication.
Designed to proactively engage clients while also providing Relationship Managers with timely, pertinant, and seamless communication.
Designed to proactively engage clients while also providing Relationship Managers with timely, pertinant, and seamless communication.
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Designed to proactively engage clients while also providing Relationship Managers with timely, pertinant, and seamless communication.
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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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
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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
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