Advisor X By REDVision
For professional financial advisors in India managing multi-asset client portfolios.
Overview · Full Intel report in progress
Advisor X By REDVision is an established finance app that is completely free.
What is Advisor X By REDVision?
Current Momentum
v0.0 · today
IntenseLast updated 0d ago. 5 versions tracked.
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What makes this app unique?
What Does It Look Like?
What Are The Key Features?
Allows advisors to execute mutual fund purchases, redemptions, and SIP orders on behalf of investors with integrated payment links.
Enables the delivery of valuation, capital gain, and transaction reports directly to clients via WhatsApp.
Provides tools to evaluate asset allocation, sector exposure, XIRR returns, and portfolio profitability.
Tracks client goal achievement progress by comparing required returns against current performance and identifying necessary additional investments.
Offers NAV-based calculators, income tax estimators, and fund selection tools for SIPs and ELSS.
How much does it cost?
Who Built It?
RedVision Global Technologies Pvt
Providing Indian financial advisors with white-labeled SaaS tools to manage client portfolios and automate lifecycle operations. Enabling secure, goal-oriented wealth management for high-net-worth investors.
Portfolio
2
Apps
What other apps does RedVision Global Technologies Pvt make?
Explore the full RedVision Global Technologies Pvt report
Portfolio breakdown, audience, momentum, and every app published by RedVision Global Technologies Pvt.
Analysis in progress, available soon
What do users think recently?
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What is the competitive landscape for Advisor X By REDVision?
How's The Finance Market?
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SWOT, key takeaways & outlook
The outtake for Advisor X By REDVision
Key Takeaways
Advisor X is a comprehensive, white-labeled operational suite that centralizes transaction management, client reporting, and portfolio analytics for financial advisors.
Where Is It Heading?
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