Kflex Partner

Kflex Partner App is a complete manager App for all our partners, financial advisors, wealth advisors, and agents. With this App, you can provide your clients with well-diversified global investment solutions at your fingertips.

This app helps you support your clients as they invest internationally and build diversified portfolios. You can give your clients access to new investment themes and asset classes while you expand your share of AuM.

As a Kristal Flex partner, you can offer your customers all the features of the Kristal Flex Platform while continuing to manage the customer relationship and help your customers in the following ways:

- Help them buy highly liquid stocks in mature markets with ~5500+ US stocks, ETFs, and ADRs available
- Help them save for specific objectives and invest in emerging themes through the strategic and thematic Globes
- Help them stay informed with curated news on US Stocks and ETFs
- Get them access to stock-specific analysis
- Invest in their favorite brands with fractional shares
- Open their account in minutes with no minimum balance
- Trade digitally with no minimum trading fees
- Utilize their corpus for global expenses through the cash management account

Kristal Flex’s Partner App enables our partners to support and manage their client’s complete trade lifecycle:

- Cloud-based real-time client interaction
- Onboard clients and prefill client KYC
- Access relevant research and model portfolios to advise clients and guide them through the investment process.
- Recommend trades, clients simply authorize for execution via OTP
- Monitor Client Portfolios
- Receive notifications for all client activity
- Provision for organizational hierarchy to set up RMs/sub-distributors and assign clients to them
- Access to revenue reports
- World-class encryption and security processes

So what are you waiting for? It’s time to boost your AUMs and diversify your client portfolio to yield better returns.

For any questions, feedback, and suggestions you can contact us at: E-mail: kristalflex-partners@kristal.ai

To know more, visit www.kristalflex.com