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Advisor X By REDVision

Name: Advisor X By REDVision
Availability: InStock
Rating: 3.24 (100 reviews)

Scale your advisory practice with seamless mutual fund transactions, automated WhatsApp reporting, and AI-driven portfolio insights—all delivered under your own professional brand.

Key Figures

Downloads

900

User Rating

3.2/5

Total Ratings

100

Publisher

REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED

Scale Your Advisory with AI-Driven Precision

Transform your wealth management practice with a white-labeled SaaS platform that bridges the gap between sophisticated research and client-centric reporting.

Professional White-Labeling

Elevate your firm’s brand equity with a customized interface that presents your practice as a top-tier institutional player.

Instant WhatsApp Delivery

Boost client engagement by sending valuation and performance reports directly to their WhatsApp in a few clicks.

The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.

App Store

Screenshots

Advisor X By REDVision - Advisor X app smart dashboard showing assets under management and SIP investment trends. — Advisor X app smart dashboard showing assets under management and SIP investment trends.

Advisor X By REDVision - A mobile interface of the Advisor X app displaying an AUM Snapshot with a line graph showing quarterly trends across Equity, Debt, and Cash. — A mobile interface of the Advisor X app displaying an AUM Snapshot with a line graph showing quarterly trends across Equity, Debt, and Cash.

Advisor X By REDVision - Advisor X app interface displaying a SIP trends chart showing investment amounts and counts over several months — Advisor X app interface displaying a SIP trends chart showing investment amounts and counts over several months

Advisor X By REDVision - Advisor X mobile app showing financial advisor tools and AUM dashboard — Advisor X mobile app showing financial advisor tools and AUM dashboard

Advisor X By REDVision - Advisor X app interface displaying a graphical analysis of an investment portfolio using a pie chart to show asset allocation percentages. — Advisor X app interface displaying a graphical analysis of an investment portfolio using a pie chart to show asset allocation percentages.

Advisor X By REDVision - Advisor X app screen showing detailed mutual fund analysis with NAV trend and performance charts — Advisor X app screen showing detailed mutual fund analysis with NAV trend and performance charts

Advisor X By REDVision - Advisor X app interface showing mutual fund investment and SIP options — Advisor X app interface showing mutual fund investment and SIP options

Advisor X By REDVision - Advisor X app screen featuring various financial research and planning calculators — Advisor X app screen featuring various financial research and planning calculators

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.