Advisor X By REDVision 17+

RedVision Global Technologies Pvt. Ltd.

專為 iPad 設計

    • 免費

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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 0.0.70

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Fix nominee relation changes by BSE.
- Adding NFO in MFU Transact Online.
- Now Sub-broker can register clients on the platform and register in BSE too.
- Adding UPI option in NSE Checkout.
- BSE Saving Retrieval: Enhanced retrieval process for BSE data.
- Client/Family-wise Search: Added search functionality with bookmark/unmark features for easier navigation.
- App Banners: Introduced new banners to improve user engagement.

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

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