Advisor X By REDVision
REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED · Finance
Independent analytics for this App Store listing. AppTracker is not affiliated with REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED.
Chart standing · US
What changed · US
Listing changes AppTracker has observed for this app in this storefront — new versions, price moves, rating shifts, and store copy.
- Insta KYC – Complete your client's KYC in just 30 minutes on CVL for a faster and smoother onboarding experience. - Enhanced Dashboard – Get a more comprehensive view with enhanced information and actionable insights into AUM, SIPs, and investor behavior. - Idea Bank – Share, explore, and contribute ideas through the new Idea Bank. - Scheme FactSheet – Access detailed scheme information, including Fact Sheets and other relevant scheme documents. - Gain/Loss & Exit Load – Complete Visibility at Redemption & Switch View Gain/Loss and Exit Load information while processing Redemption and Switch transactions across both BSE and NSE. - Asset-Wise Filters & Smart Sorting – Find What Matters Faster Filter investments asset-wise and use flexible sorting options to quickly find and analyze scheme investments. - Introducing the Insight Dashboard – Turn Data into Action Get a 360° view of your business with powerful insights, trends, and client analytics: a. AUM Trends & Future Projections – Track AUM performance over the past 5 years and explore future projections. b. SIP Trends & Future Projections – Analyze SIP growth over the past 5 years and discover what the future could look like. c. Investor Investment Insights – Identify investors with investments above, below, or around the average—and those with no investments. d. SIP vs. Non-SIP Analysis – Compare SIP and Non-SIP clients, including clients investing above and below the average SIP amount. e. Risk Profile Consent – Invest with Greater Transparency - Capture investor consent whenever an investment is made against the investor’s defined Risk Profile. - Broadcast Smarter, Automate Workflows & Engage Customers Supercharge customer communication with powerful new WhatsApp features. - Revamped Risk Profile Module – Smarter Risk Management Manage version-wise questionnaires, track submissions, and seamlessly share risk profiles across all desk types. - Birthday & Anniversary List – Never Miss a Special Moment Stay connected with your clients by easily tracking birthdays and anniversaries and sending timely greetings. - Smarter Brokerage Dashboard – Insights at a Glance Get clearer insights, make faster decisions, and stay on top of your brokerage performance. * More intelligence. More automation. More control. One smarter app. *
In-app purchases · US
No in-app purchases.
Screenshots
About
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.
What's new · 1.0.2
- Insta KYC – Complete your client's KYC in just 30 minutes on CVL for a faster and smoother onboarding experience. - Enhanced Dashboard – Get a more comprehensive view with enhanced information and actionable insights into AUM, SIPs, and investor behavior. - Idea Bank – Share, explore, and contribute ideas through the new Idea Bank. - Scheme FactSheet – Access detailed scheme information, including Fact Sheets and other relevant scheme documents. - Gain/Loss & Exit Load – Complete Visibility at Redemption & Switch View Gain/Loss and Exit Load information while processing Redemption and Switch transactions across both BSE and NSE. - Asset-Wise Filters & Smart Sorting – Find What Matters Faster Filter investments asset-wise and use flexible sorting options to quickly find and analyze scheme investments. - Introducing the Insight Dashboard – Turn Data into Action Get a 360° view of your business with powerful insights, trends, and client analytics: a. AUM Trends & Future Projections – Track AUM performance over the past 5 years and explore future projections. b. SIP Trends & Future Projections – Analyze SIP growth over the past 5 years and discover what the future could look like. c. Investor Investment Insights – Identify investors with investments above, below, or around the average—and those with no investments. d. SIP vs. Non-SIP Analysis – Compare SIP and Non-SIP clients, including clients investing above and below the average SIP amount. e. Risk Profile Consent – Invest with Greater Transparency - Capture investor consent whenever an investment is made against the investor’s defined Risk Profile. - Broadcast Smarter, Automate Workflows & Engage Customers Supercharge customer communication with powerful new WhatsApp features. - Revamped Risk Profile Module – Smarter Risk Management Manage version-wise questionnaires, track submissions, and seamlessly share risk profiles across all desk types. - Birthday & Anniversary List – Never Miss a Special Moment Stay connected with your clients by easily tracking birthdays and anniversaries and sending timely greetings. - Smarter Brokerage Dashboard – Insights at a Glance Get clearer insights, make faster decisions, and stay on top of your brokerage performance. * More intelligence. More automation. More control. One smarter app. *
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