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 ?
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Added new nominee details in BSE Registration and fixed minor onboarding.
- A new and fresh dashboard for better view and analysis is needed.
- Compare mutual funds side-by-side with our new 'Compare Fund' feature for smarter investment decisions!
- Create client mandates directly in-app, then share a secure link for easy authentication.
- Heldaway Report with CAS Upload.
