Scale your Global Wealth Practice
Offer your clients a Premium & Seamless Global Investing Experience
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Curated Products
50,000+ products evaluated to offer best-in-class investments
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Risk-aligned Portfolios
Portfolios aligned to your clients' risk appetite and investment objectives
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Seamless Execution
Fully digital onboarding, investing, and monitoring experience
Partner with Kristal
Global Wealth Management solutions for players across the wealth spectrum including Banks, Wealth Managers, Advisors, Distributors, Brokers, and FinTechs

Agreement &
Approvals

Kristal Portal
Setup

Financial Products
Curation & Approval

RM Training &
Collateral Sharing

First Client
Onboarding

Joint
Marketing

