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.
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What's New

New BSE Cart for consolidate orders
NSE for AdvisorX App.
NSE Additional Purchase
New design in transaction details of Portfolio
Subscription Renewal notifier
Minor bug fixes in app design
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Additional Information

Updated
July 5, 2021
Size
57M
Installs
1,000+
Current Version
0.0.22
Requires Android
6.0 and up
Content Rating
Everyone
Interactive Elements
In-App Purchases
Permissions
Offered By
Red Vision Global Technologies
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