Advisor X 4+
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 0.0.57
- Exciting news! Introducing Freshdesk integration - streamline your support with seamless ticketing directly within the app!
- We are excited to release the MFU platform including purchase, SIP, redeem, switch, STP, and SWP.
- Also integrated enhanced security features by adding biometric authentication.
Ratings and Reviews
Used to be pretty good.
The app used to good, I guess after the update when ever we try to open the app, it always asks for an update, even after updating the app. Redvision should take app also seriously along with website.
Good work by Redvision
Handy app for advisors
Big disappointment!!
This app needs to go long way. Poor product and pathetic customer support. Waste of money and time. Most features it claims to have doesn’t work. Stay away!!
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 based on, for example, the features you use or your age. Learn More
Information
- Provider
- REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
- Size
- 30.5 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 11.0 or later.
- iPad
- Requires iPadOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 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
- 4+
- Copyright
- Copyright © 2020 REDVision Global Technologies Pvt. Ltd. All rights reserved
- Price
- Free