Advisor X By REDVision

Beschreibung

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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Screenshots

Advisor X By REDVision Häufige Fragen

  • Ist Advisor X By REDVision kostenlos?

    Ja, Advisor X By REDVision ist komplett kostenlos und enthält keine In-App-Käufe oder Abonnements.

  • Ist Advisor X By REDVision seriös?

    ⚠️ Die Advisor X By REDVision-App hat schlechte Bewertungen und negatives Feedback. Die Nutzer scheinen mit der Leistung oder den Funktionen unzufrieden zu sein.

    Danke für die Stimme

  • Wie viel kostet Advisor X By REDVision?

    Advisor X By REDVision ist kostenlos.

  • Wie hoch ist der Umsatz von Advisor X By REDVision?

    Um geschätzte Einnahmen der Advisor X By REDVision-App und weitere AppStore-Einblicke zu erhalten, können Sie sich bei der AppTail Mobile Analytics Platform anmelden.

Benutzerbewertung
Die App ist in Kanada noch nicht bewertet.
Bewertungsverlauf

Advisor X By REDVision Bewertungen

Excellent

CFP Puneet Nagpal on

Indien

With Wealth Elite, I spend less time on manual tasks. The instant online transactions are very helpful. My clients love how quick and easy it is to invest. Plus, the goal-based planning helps them invest better. I’m so glad I found this, I'm very satisfied with their instant customer support.

Update

future gains on

Indien

Update is biggest problem with app, neither working nor update

SIP cancellation feature is not available in your application

sanghavideep on

Indien

Advisor must know that sip cancellation feature is not available in software and even in application

Deserves less than one star

CAAnand Sharma on

Indien

Even basic useful features not available. Don’t know how on earth this company got awards for technology. Very useless UI

No response from the Service RM

Smart Assets on

Indien

Reports are totally wrong, updations won’t happen automatically, pathetic software

App malfunction

Kapnomics on

Indien

What a worst update , app getting malfunctioning, after updating continuously showing update and app not working.

Advisor X App

B2Binvest on

Indien

Very poor App and showing wrong data. No support from team Redvision

Used to be pretty good.

MGV Praveen on

Indien

The app used to good, I guess after the update when ever we try to open the app, it always asks for an update, even after updating the app. Redvision should take app also seriously along with website.

Absolutely pathetic!

Professor1984 on

Indien

These guys have no clue what they are doing! Every other day they have reporting issues. And also Their goal planning tool is screwed! Even There response has gone worst now. If you want to face embarrassment in front of your clients then only you avail this! Considering to take some legal action asap.

Good work by Redvision

Vipin Bhutani on

Indien

Handy app for advisors

Store-Rankings

Ranking-Verlauf
App-Ranking-Verlauf noch nicht verfügbar
Kategorien-Rankings
App ist noch nicht gerankt

Advisor X By REDVision Konkurrenten

Name
HDFC MF Online Partners
Mutual Fund, SIP, Tax, Lumpsum
NJ Partner Desk
My Wealth Protector
Nippon India Business Easy 2.0
Kotak Business Hub
Business Hub
MFD STAR MF Mobility
HDFC Deposit Key Partners
InvestPal
JM Financial Services Ltd.
Saarathi
Dee Wealth

Advisor X By REDVision Installationen

Letzte 30 Tage

Advisor X By REDVision Umsatz

Letzte 30 Tage

Advisor X By REDVision Einnahmen und Downloads

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