Advisor X 4+
RedVision Global Technologies Pvt. Ltd.
Diseñada para iPad
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- Gratis
Capturas de pantalla
Descripción
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.
Novedades
Versión 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.
Privacidad de la app
RedVision Global Technologies Pvt. Ltd., que desarrolló esta app, indicó que entre las prácticas de privacidad de la app, pueden incluirse el manejo de datos que se describe a continuación. Para obtener detalles, consulta la política de privacidad del desarrollador.
No se recopilan datos
El desarrollador no recopila ningún dato en esta app.
Las prácticas de privacidad pueden variar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles
Información
- Vendedor
- REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
- Tamaño
- 29.3 MB
- Categoría
- Finanzas
- Compatibilidad
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- iPhone
- Requiere iOS 11.0 o posterior.
- iPad
- Requiere iPadOS 11.0 o posterior.
- iPod touch
- Requiere iOS 11.0 o posterior.
- Mac
- Requiere macOS 11.0 o posterior y una Mac con el chip M1 de Apple o posterior.
- Apple Vision
- Requiere visionOS 1.0 o posterior.
- Idiomas
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Inglés
- Edad
- 4+
- Copyright
- Copyright © 2020 REDVision Global Technologies Pvt. Ltd. All rights reserved
- Precio
- Gratis