Advisor X 4‏+

Name: Advisor X
Author: RedVision Global Technologies Pvt. Ltd.

RedVision Global Technologies Pvt. Ltd.

מיועד ל‑iPad

- ללא תשלום

תיאור

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.

10 בספט׳ 2024

גירסה 0.0.66

New Features & Enhancements: Elevate Your Experience with Our Latest Update:

- BSE Saving Retrieval: Enhanced retrieval process for BSE data.
- Client/Family-wise Search: Added search functionality with bookmark/unmark features for easier navigation.
- BSE CR Changes: Implemented changes in BSE CR as per the latest guidelines.
- App Banners: Introduced new banners to improve user engagement.
- Enable SWP: Systematic Withdrawal Plan (SWP) feature is now available for seamless transactions.

החברה המפתחת, RedVision Global Technologies Pvt. Ltd., ציינה שנוהלי הפרטיות של היישום עשויים לכלול טיפול בנתונים כפי שמתואר בהמשך.לקבלת מידע נוסף, ניתן לעיין בעמוד מדיניות הפרטיות של המפתח.