Advisor X 4+
RedVision Global Technologies Pvt. Ltd.
Progettata per iPad
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- Gratis
Screenshot
Descrizione
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.
Novità
Versione 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.
Privacy dell’app
Lo sviluppatore, RedVision Global Technologies Pvt. Ltd., ha indicato che le procedure per la tutela della privacy dell’app potrebbero includere il trattamento dei dati descritto di seguito. Per ulteriori informazioni, consulta l’informativa sulla privacy dello sviluppatore.
Dati non raccolti
Lo sviluppatore non raccoglie alcun dato da quest’app.
Le procedure per la tutela della privacy possono variare, per esempio, in base alle funzioni che usi o alla tua età. Ulteriori informazioni
Informazioni
- Fornitore
- REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED non si identifica come operatore commerciale per questa app. Se ti trovi all’interno dello Spazio economico europeo, i diritti dei consumatori non si applicano agli accordi tra te e il fornitore.
- Dimensione
- 30,5 MB
- Categoria
- Finanza
- Compatibilità
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- iPhone
- Richiede iOS 11.0 o versioni successive.
- iPad
- Richiede iPadOS 11.0 o versioni successive.
- iPod touch
- Richiede iOS 11.0 o versioni successive.
- Mac
- Richiede macOS 11.0 o versioni successive e un Mac con chip Apple M1 o versioni successive.
- Apple Vision
- Richiede visionOS 1.0 o versioni successive.
- Lingue
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Inglese
- Età
- 4+
- Copyright
- Copyright © 2020 REDVision Global Technologies Pvt. Ltd. All rights reserved
- Prezzo
- Gratis