Advisor X By REDVision

- Gain/Loss & Exit Load – Complete Visibility at Redemption & Switch View Gain/Loss and Exit Load information while processing Redemption and Switch transactions across both BSE and NSE. - Asset-Wise Filters & Smart Sorting – Find What Matters Faster Filter investments asset-wise and use flexible sorting options to quickly find and analyze scheme investments. - Introducing the Insight Dashboard – Turn Data into Action Get a 360° view of your business with powerful insights, trends, and client analytics: a. AUM Trends & Future Projections – Track AUM performance over the past 5 years and explore future projections. b. SIP Trends & Future Projections – Analyze SIP growth over the past 5 years and discover what the future could look like. c. Investor Investment Insights – Identify investors with investments above, below, or around the average—and those with no investments. d. SIP vs. Non-SIP Analysis – Compare SIP and Non-SIP clients, including clients investing above and below the average SIP amount. e. Risk Profile Consent – Invest with Greater Transparency - Capture investor consent whenever an investment is made against the investor’s defined Risk Profile. - Broadcast Smarter, Automate Workflows & Engage Customers Supercharge customer communication with powerful new WhatsApp features. - Revamped Risk Profile Module – Smarter Risk Management Manage version-wise questionnaires, track submissions, and seamlessly share risk profiles across all desk types. - Birthday & Anniversary List – Never Miss a Special Moment Stay connected with your clients by easily tracking birthdays and anniversaries and sending timely greetings. - Smarter Brokerage Dashboard – Insights at a Glance Get clearer insights, make faster decisions, and stay on top of your brokerage performance. * More intelligence. More automation. More control. One smarter app. *