Advisor X By REDVision
iOS Universel / Finance
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.
Quoi de neuf dans la dernière version ?
- Broadcast smarter, automate workflows, and engage customers with New WhatsApp Feature.
- Loan Management – Track and manage client loans directly from the app.
- Revamped Risk Profile Module – Manage version-wise questionnaires, track submissions, and share risk profiles seamlessly across all desk types.
- Birthday and Anniversary List – Never miss client special days and send greetings with ease.
- We’ve added a robust Business Statistics Report to your toolkit.
- BSE, NSE, and MFU are now available at your and your clients’ fingertips
- Smarter Brokerage Dashboard – clearer insights, better decisions at a glance
- New AUM Reports Added – AUM by Client, AUM by AMC & AUM by Schemes for deeper analysis
- New SIP Reports Added – SIP by Client, SIP by AMC & SIP by Schemes for smarter tracking
- Start SIP with Step-Up – grow investments automatically on NSE
- Top-Up Your LIVE SIPs – boost ongoing SIPs anytime on NSE
- Easy SIP Cancellation – more control with a quick cancel option on NSE
