Simplify. Streamline. Succeed
One Platform to Power
Your Entire Wealth Business
Your Entire Wealth Business
Designed for Family Offices, Financial Advisors, Portfolio Managers, Brokers, and Wealth Businesses seeking to manage and scale their business.
Get Started
Request a Demo
tech tools
Your Back-Office,
Mid-Office & Front-Office, Digitized.
Mid-Office & Front-Office, Digitized.
Your clients don’t invest in silos, why should your tools?
Streamlined Fee Tracking
Data-Driven Insights & Analytics
Intuitive Lead Handling
Comprehensive Client Reporting
Smooth Client Onboarding
Seamless Portfolio Management
Scalable Partner Ecosystem
Effortless Compliance
Frictionless Order Execution
Financial assets
Integrated Holistic
Portfolio Management Starts Here
Portfolio Management Starts Here
Our intuitive app simplifies tracking and managing diverse financial assets.
Streamlined Fee Tracking
Data-Driven Insights & Analytics
Intuitive Lead Handling
Comprehensive Client Reporting
Smooth Client Onboarding
Seamless Portfolio Management
Scalable Partner Ecosystem
Effortless Compliance
Frictionless Order Execution
One Platform,
Many Solutions!
Many Solutions!
I’m a...
The Complete Tech Stack for Scaling RIA Practice
- Monitor AUM, client growth, and revenue in one dashboard
- Offer goal-based planning, model portfolios, and investment recommendations
- Use Gridkey as your digital backend for client onboarding, documentation, and client engagement
- Stay ready for SEBI audits with all advice logs, documents, and approvals logged in one place.
- Automate fee invoicing and payment tracking
Why Choose us?
Advisory runs on trust. Our platform helps you deliver personal experiences, build client confidence, and turn complexity into lasting growth. With every feature designed for clarity and ease, you stay focused on what matters most: your clients.
Built on trust.
Driven by insight.
Made for you.
Driven by insight.
Made for you.
Founder’s Vision
Industry experts with a vision to revolutionize wealth management space.
Client-Centric Approach
We ensure that every feature is designed to meet the unique needs of our users.
Holistic Wealth Management
Gridkey covers every aspect of wealth management in one integrated platform.
Intuitive Tools
Leverage cutting-edge tools for growing your advisory business.
Data Driven Insights
Make informed decision with insights and reports, empowering you to stay ahead in the game
Innovation at Core
We continuosly strive to bring innovative solutions to simpliy complex financial landscape.
Security Built Into Every Layer
Where regulatory compliance, client trust, and business growth align seamlessly through technology.
Cloud-based platform
Access your wealth management tools securely from anywhere.
Cutting-edge web security
AI-powered monitoring and firewalls protect your data from threats.
Secure 256-bit SSL for max safety
Industry-leading encryption keeps transactions and client information safe.
Book a Discovery Call
See where automation can take your wealth advisory business
Gridkey Technologies Private Limited
Address
509, International Finance Center, Fire Station, VIP Road, Vesu, Surat, Gujarat 395007
Email Id
info@gridkey.in
Phone No.
+91 96386 39333
Copyright © 2024 Gridkey Technologies Private Limited. All rights reserved.