Advisor X 4+
RedVision Global Technologies Pvt. Ltd.
Designet til iPad
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- Gratis
Skærmbilleder
Beskrivelse
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.
Nyheder
Version 0.0.58
- Added AUM and SIP MoM-wise change statistics on the Dashboard.
- Update Video KYC Changes.
App-anonymitet
Udvikleren, RedVision Global Technologies Pvt. Ltd., har angivet, at fremgangsmåder vedrørende app-anonymitet muligvis inkluderer håndtering af data som beskrevet nedenfor. Du kan få flere oplysninger her: udviklerens anonymitetspolitik.
Data indsamles ikke
Udvikleren indsamler ikke data fra denne app.
Fremgangsmåder vedrørende anonymitet kan variere, f.eks. baseret på de funktioner, du bruger, eller din alder. Læs mere
Oplysninger
- Leverandør
- REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED har ikke identificeret sig selv som en forhandler af denne app. Hvis du er en forbruger i Det Europæiske Økonomiske Samarbejdsområde, gælder forbrugerrettigheder ikke for aftaler mellem dig og leverandøren.
- Størrelse
- 30,5 MB
- Kategori
- Økonomi
- Kompatibilitet
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- iPhone
- Kræver iOS 11.0 eller en nyere version.
- iPad
- Kræver iPadOS 11.0 eller en nyere version.
- iPod touch
- Kræver iOS 11.0 eller en nyere version.
- Mac
- Kræver macOS 11.0 eller en nyere version og en Mac med Apple M1-chip eller en nyere version.
- Apple Vision
- Kræver visionOS 1.0 eller en nyere version.
- Sprog
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Engelsk
- Alder
- 4+
- Copyright
- Copyright © 2020 REDVision Global Technologies Pvt. Ltd. All rights reserved
- Pris
- Gratis