For Wealth Management

real-time tracking for every client

What’s the trend of assets under management by month?

Assets under management increased by 7% compared to the previous month:

AUM Over Time by Month

Why Wealth Managers Rely on Crystal

Crystal allows wealth managers to set alerts, find anomalies, report performance and have the most relevant information at hand.

Simplify diversified portfolio reporting
Navigate fluctuations with data-backed insights
Enhance client experience with personalized strategies
Stay ahead with alerts on anomalies, rebalancing needs, and more
An always-on AI for wealth managers to deliver client returns and personalization at scale
Elevate portfolio performance with advanced AI tools designed for wealth management