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Advisor X By REDVision

Advisor X By REDVision

MFD's Trusted Brand

0 ratings
12 reviews
💼 Business
💰 Finance
Free

Details

  • Released
  • Updated
  • September 3, 2020
  • July 16, 2026

Features

Developer

RedVision Global Technologies Pvt. Ltd.
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About

This platform empowers financial advisors with AI-driven tools for managing client portfolios. It facilitates mutual fund transactions, generates instant reports via WhatsApp, and provides in-depth portfolio analysis. Advisors can also access research tools and track client financial goals.

✓AI-powered multi-asset management
✓Mutual fund transaction placement
✓WhatsApp report generation
✓Portfolio analysis and reporting
✓SIP and fund research tools
✓Goal tracking and investment planning
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+1

What's New in Advisor X By REDVision

0.0.98

July 16, 2026

- Broadcast smarter, automate workflows, and engage customers with New WhatsApp Feature. - Loan Management – Track and manage client loans directly from the app. - Revamped Risk Profile Module – Manage version-wise questionnaires, track submissions, and share risk profiles seamlessly across all desk types. - Birthday and Anniversary List – Never miss client special days and send greetings with ease. - We’ve added a robust Business Statistics Report to your toolkit. - BSE, NSE, and MFU are now available at your and your clients’ fingertips - Smarter Brokerage Dashboard – clearer insights, better decisions at a glance - New AUM Reports Added – AUM by Client, AUM by AMC & AUM by Schemes for deeper analysis - New SIP Reports Added – SIP by Client, SIP by AMC & SIP by Schemes for smarter tracking - Start SIP with Step-Up – grow investments automatically on NSE - Top-Up Your LIVE SIPs – boost ongoing SIPs anytime on NSE - Easy SIP Cancellation – more control with a quick cancel option on NSE

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User reviews

Most RecentHighest RatedLowest Rated

App freezes…

All of a sudden right after launching the application, post first click I cannot click anywhere else and I need to launch it again. App is freezing and worst part is this is happening each and every time. I guess app is not apple device friendly
Ashis986Ashis986

Excellent

With Wealth Elite, I spend less time on manual tasks. The instant online transactions are very helpful. My clients love how quick and easy it is to invest. Plus, the goal-based planning helps them invest better. I’m so glad I found this, I'm very satisfied with their instant customer support.
CFP Puneet NagpalCFP Puneet Nagpal

Update

Update is biggest problem with app, neither working nor update
future gainsfuture gains

SIP cancellation feature is not available in your application

Advisor must know that sip cancellation feature is not available in software and even in application
sanghavideepsanghavideep

Deserves less than one star

Even basic useful features not available. Don’t know how on earth this company got awards for technology. Very useless UI
CAAnand SharmaCAAnand Sharma
See 7 more reviews

Developer apps

Wealth Elite
Wealth Elite

by REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED

💰 Finance

(30)

Free
See developer apps

FAQ

What kind of transactions can advisors place with Advisor X?

Advisors can place purchase, redemption, and SIP orders on behalf of investors. Investors can then complete these transactions via a payment link.

Can Advisor X generate client reports?

Yes, Advisor X allows advisors to send various reports like Valuation, Capital Gain, Transactions, and FY-wise transactions directly to clients via WhatsApp with just a few clicks.

What portfolio analysis features does Advisor X offer?

Advisor X provides detailed portfolio analysis, including asset allocation, top equity and debt holdings, sector exposure, XIRR returns, and profitability. Advisors can also send these portfolio reports to clients on WhatsApp.

Does Advisor X offer research tools for funds?

Yes, Advisor X includes research capabilities to help advisors find the best SIP or top ELSS funds. It also provides NAV-based calculators and an income tax estimator.

How does Advisor X help track client goals?

The Goal GPS feature in Advisor X allows advisors to track client goal achievements by comparing required returns with current returns and identifying additional required investments.

What information is available on the Advisor X dashboard?

The productive dashboard displays AUM and SIP trends for the last four months, along with reports on recent purchases, redemptions, rejected transactions, new SIPs, and upcoming business.

Is Advisor X available on multiple devices?

Advisor X is available for iPhone, iPad, and iPod, indicating compatibility with Apple's mobile ecosystem.

How often is Advisor X updated?

The latest version is 0.0.91, and the last update was on February 27, 2026. This suggests a very recent or future update, indicating ongoing development.