Advisor X +4
RedVision Global Technologies Pvt. Ltd.
Desenvolvido para iPad
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- Grátis
Capturas de tela
Descrição
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.
Novidades
Versão 0.0.68
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Now Subbroker can also register clients on the platform and in BSE.
- 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.
Privacidade do app
RedVision Global Technologies Pvt. Ltd., responsável pelo desenvolvimento do app, indicou que as práticas de privacidade do app podem incluir o gerenciamento de dados conforme descrito abaixo. Para mais informações, consulte sua política de privacidade.
Dados não coletados
Os desenvolvedores não coletam nenhum dado deste app.
As práticas de privacidade podem variar, por exemplo, com base nos recursos que você usa ou na sua idade. Saiba mais
Informações
- Venda
- REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
- Tamanho
- 29,3 MB
- Categoria
- Finanças
- Compatibilidade
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- iPhone
- Requer o iOS 11.0 ou posterior.
- iPad
- Requer o iPadOS 11.0 ou posterior.
- iPod touch
- Requer o iOS 11.0 ou posterior.
- Mac
- Requer o macOS 11.0 ou posterior e um Mac com o chip M1 da Apple ou posterior.
- Apple Vision
- Requer o visionOS 1.0 ou posterior.
- Idiomas
-
Inglês
- Classificação indicativa
- +4
- Copyright
- Copyright © 2020 REDVision Global Technologies Pvt. Ltd. All rights reserved
- Preço
- Grátis