---
title: "Advisor X By REDVision — App Overview"
url: https://marlvel.ai/intel-report/finance/advisor-x-by-redvision
category: Finance
developer: RedVision Global Technologies Pvt. Ltd.
platforms: ios, android
rating: N/A (0 ratings)
pricing: free
report_level: overview
generated: 2026-05-05
last_verified: "2026-05-05T20:22:28.513Z"
---

<!-- SECTION: Key Insight -->
> **Key Insight:** Advisor X is a comprehensive, white-labeled operational suite that centralizes transaction management, client reporting, and portfolio analytics for financial advisors.

<!-- SECTION: Quick Facts -->
| Metric | Value |
|--------|-------|
| Category | Finance |
| Rating | N/A ★ (0) |
| Pricing | free |
| Platforms | iOS, Android |
| Latest Version (iOS) | 0.0.93 |
| Latest Version (Android) | 1.0.21 |
| Developer | RedVision Global Technologies Pvt. Ltd. |

<!-- SECTION: Summary -->
## What is Advisor X By REDVision?

Advisor X by RedVision is a white-labeled, AI-driven SaaS platform designed for Indian financial advisors to manage multi-asset portfolios. The platform streamlines operations by enabling transaction execution, automated WhatsApp reporting, and advanced portfolio analytics.

<!-- SECTION: Key Features -->
## Key Features

- **Transaction Management**: Allows advisors to execute mutual fund purchases, redemptions, and SIP orders on behalf of investors with integrated payment links.
- **Automated WhatsApp Reporting**: Enables the delivery of valuation, capital gain, and transaction reports directly to clients via WhatsApp.
- **Portfolio Analysis**: Provides tools to evaluate asset allocation, sector exposure, XIRR returns, and portfolio profitability.
- **Goal GPS**: Tracks client goal achievement progress by comparing required returns against current performance and identifying necessary additional investments.
- **Research Tools**: Offers NAV-based calculators, income tax estimators, and fund selection tools for SIPs and ELSS.

<!-- SECTION: Target Audience -->
## Who is it for?

Professional financial advisors in India managing multi-asset client portfolios.

<!-- SECTION: Links -->
## Links

- [App Store](https://apps.apple.com/us/app/advisor-x-by-redvision/id1530330504?uo=4)
- [Google Play](https://play.google.com/store/apps/details?id=com.redvision.advisorxapp&hl=en&gl=us)
- [Full Intelligence Report](https://marlvel.ai/intel-report/finance/advisor-x-by-redvision)

---
*This is an overview report. Sentiment analysis, competitive landscape, and SWOT analysis are available in the [full intelligence report](https://marlvel.ai/intel-report/finance/advisor-x-by-redvision).*
*Generated by [Marlvel.ai](https://marlvel.ai) — Independent app intelligence.*