Advisor X By REDVision
by Red Vision Global Technologies
Advisor X is Multi Assets Mgmt. SaaS platform for India’s Financial Advisors
| App Name | Advisor X By REDVision |
|---|---|
| Developer | Red Vision Global Technologies |
| Category | Finance |
| Download Size | 38 MB |
| Latest Version | 1.0.0 |
| Average Rating | 0.00 |
| Rating Count | 0 |
| Google Play | Download |
| AppBrain | Download Advisor X By REDVision Android app |
Advisor X is an Artificial Intelligence-based WHITE LABELLED Multi Assets management SaaS platform for India’s Top Financial Advisors.
Place Mutal Funds Transactions! An advisor can place purchase, redemption & SIP orders on behalf of Investor, payment by link by Investor.
1. Reports on Whatsapp!
Advisor gets the capability of sending various reports like Valuation, Capital Gain, Transactions & FY wise transaction on WhatsApp in a few clicks!
2. Portfolio Analysis!
Analyze asset allocation, top equity & debt holding, sector exposure, XIRR returns, Profitability of portfolio on go, send portfolio report to clients on Whatsapp!
3. Research
Searching for best SIP or top ELSS funds was never so easy, get various NAV Based calculators and income tax estimator only on Advisor X!
4. Goal GPS!
Track Goal achievements of the client with required return and current return comparison mapped and additional required investments!
5. Productive Dashboard!
Get AUM & SIP trends of the last 4 months on your dashboard with a recent purchase, redemption, rejected transactions, new SIPs, and upcoming business reports.
Recent changes:
🚀 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Create client mandates directly in-app, then share a secure link for easy authentication.
- Get client Statement of Accounts (SOA) with a quick request through the app.
- Generate and share risk assessment links for clients, all within the app.
- Now you can download Tax Package, Capital Gain, and MF Reports.
- Heldaway Report with CAS Upload.
Place Mutal Funds Transactions! An advisor can place purchase, redemption & SIP orders on behalf of Investor, payment by link by Investor.
1. Reports on Whatsapp!
Advisor gets the capability of sending various reports like Valuation, Capital Gain, Transactions & FY wise transaction on WhatsApp in a few clicks!
2. Portfolio Analysis!
Analyze asset allocation, top equity & debt holding, sector exposure, XIRR returns, Profitability of portfolio on go, send portfolio report to clients on Whatsapp!
3. Research
Searching for best SIP or top ELSS funds was never so easy, get various NAV Based calculators and income tax estimator only on Advisor X!
4. Goal GPS!
Track Goal achievements of the client with required return and current return comparison mapped and additional required investments!
5. Productive Dashboard!
Get AUM & SIP trends of the last 4 months on your dashboard with a recent purchase, redemption, rejected transactions, new SIPs, and upcoming business reports.
Recent changes:
🚀 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Create client mandates directly in-app, then share a secure link for easy authentication.
- Get client Statement of Accounts (SOA) with a quick request through the app.
- Generate and share risk assessment links for clients, all within the app.
- Now you can download Tax Package, Capital Gain, and MF Reports.
- Heldaway Report with CAS Upload.
