Advisor X By REDVision

Red Vision Global Technologies

About this app

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 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

💹 Gain/Loss & Exit Load – View Gain/Loss and Exit Load during Redemption & Switch transactions across BSE & NSE.
🔎 Asset-Wise Filters & Sorting – Filter and sort scheme investments by asset class for faster analysis.
💡 Insight Dashboard – Get actionable insights into AUM, SIPs, and investor behavior.
📊 AUM Trends & Projections – View 5-year AUM trends with future projections.
📈 SIP Trends & Projections – Track 5-year SIP trends with future projections.