Advisor X By REDVision 17+
MFD's trusted brand
RedVision Global Technologies Pvt. Ltd.
Designed for iPad
-
- Free
Screenshots
Description
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 the 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.
What’s New
Version 0.0.70
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Fix nominee relation changes by BSE.
- Adding NFO in MFU Transact Online.
- Now Sub-broker can register clients on the platform and register in BSE too.
- Adding UPI option in NSE Checkout.
- BSE Saving Retrieval: Enhanced retrieval process for BSE data.
- Client/Family-wise Search: Added search functionality with bookmark/unmark features for easier navigation.
- App Banners: Introduced new banners to improve user engagement.
App Privacy
The developer, RedVision Global Technologies Pvt. Ltd., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
- Size
- 31.9 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.0 or later.
- iPad
- Requires iPadOS 12.0 or later.
- iPod touch
- Requires iOS 12.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 17+
- Copyright
- Copyright © 2020 REDVision Global Technologies Pvt. Ltd. All rights reserved
- Price
- Free