Advisor X
Published by: RedVision Global Technologies Pvt
Description
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.
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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.
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Ratings History
Advisor X Installs
Last 30 days
Advisor X Revenue
Last 30 daysAdvisor X Reviews
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Keywords
Advisor X Competitors
| Name | Reviews | Recent release | |
|---|---|---|---|
HDFC MF Online Partners
Mutual Fund, SIP, Tax, Lumpsum
|
0
|
1 month ago | |
Investwell
|
0
|
1 year ago | |
Masterstroke Online
|
0
|
10 months ago | |
Wealth eOffice
|
0
|
11 months ago | |
SBI MF Partner
|
0
|
1 week ago | |
Nippon India Business Easy 2.0
|
0
|
2 weeks ago | |
KFinKart-Distributors
|
0
|
5 days ago | |
Kotak Business Hub
Business Hub
|
0
|
2 months ago | |
MFD STAR MF Mobility
|
0
|
3 months ago | |
HDFC Deposit Key Partners
|
0
|
3 months ago |
Advisor X Revenue and Downloads
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App Info
- Category
- Finance
- Publisher
- RedVision Global Technologies Pvt
- Languages
- English
- Recent version
- 0.0.66 (3 weeks ago )
- Released on
- Sep 3, 2020 (4 years ago )
- Also available in
- India, Pakistan, Japan, South Korea, Kuwait, Lebanon, Mexico, Malaysia, Nigeria, Netherlands, Norway, New Zealand, Philippines, South Africa, Poland, Romania, Russia, Saudi Arabia, Sweden, Singapore, Thailand, Turkey, Taiwan, United States, Vietnam, United Arab Emirates, Germany, Argentina, Australia, Azerbaijan, Belgium, Brazil, Belarus, Canada, Switzerland, Chile, China, Colombia, Czechia, Italy, Dominican Republic, Ecuador, Egypt, Spain, Finland, France, United Kingdom, Greece, Hong Kong, Ireland, Israel
- Last updated
- 3 weeks ago