Advisor X 4+
RedVision Global Technologies Pvt. Ltd.
專為 iPad 設計
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- 免費
螢幕截圖
描述
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.
最新功能
版本 0.0.58
- Added AUM and SIP MoM-wise change statistics on the Dashboard.
- Update Video KYC Changes.
App 私隱
開發者表明RedVision Global Technologies Pvt. Ltd.的私隱慣例或包括下列資料的處理。詳情請參閱開發者的私隱政策。
不收集資料
開發者不會從此 App 收集任何資料。
私隱慣例或因使用的功能或年齡等因素而異。進一步了解
資料
- 供應商
- REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
- 大小
- 30.5 MB
- 類別
- 理財
- 兼容性
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- iPhone
- 須使用 iOS 11.0 或以上版本。
- iPad
- 須使用 iPadOS 11.0 或以上版本。
- iPod touch
- 須使用 iOS 11.0 或以上版本。
- Mac
- 須使用 macOS 11.0 或以上版本及配備 Apple M1 或以上版本晶片的 Mac。
- Apple Vision
- 須使用 visionOS 1.0 或以上版本。
- 語言
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英文
- 年齡
- 4+
- Copyright
- Copyright © 2020 REDVision Global Technologies Pvt. Ltd. All rights reserved
- 價格
- 免費