# Advisor X By REDVision — MFD's Trusted Brand > AI-powered multi-asset management platform for Indian financial advisors. (iPhone/iPad app by RedVision Global Technologies Pvt. Ltd..) - Source: https://appshunter.io/ios/app/advisor-x-by-redvision/id1530330504 (this page in markdown: same URL + `.md`) - Developer: [RedVision Global Technologies Pvt. Ltd.](https://appshunter.io/developer/1530330506) - Category: Finance, Business - Price: Free - Age rating: 17+ - Requires: iOS 15.1 · 45 MB - Languages: American English - Released: 2020-09-03 - Data updated: 2026-07-21 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/advisor-x-by-redvision/id1530330504/reviews.md ## What is Advisor X By REDVision? 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 the 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. ## Key features - 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 ## Recent user reviews (10 of 12) All indexed reviews: https://appshunter.io/ios/app/advisor-x-by-redvision/id1530330504/reviews.md ### 1/5 — App freezes… *2025-06-12, version 0.0.78* 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 ### 5/5 — Excellent *2024-11-25, version 0.0.71* 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. ### 1/5 — Update *2024-08-01, version 0.0.60* Update is biggest problem with app, neither working nor update ### 1/5 — SIP cancellation feature is not available in your application *2024-07-18, version 0.0.59* Advisor must know that sip cancellation feature is not available in software and even in application ### 1/5 — Deserves less than one star *2024-02-13, version 0.0.55* Even basic useful features not available. Don’t know how on earth this company got awards for technology. Very useless UI ### 1/5 — No response from the Service RM *2024-01-10, version 0.0.55* Reports are totally wrong, updations won’t happen automatically, pathetic software ### 1/5 — App malfunction *2023-12-30, version 0.0.55* What a worst update , app getting malfunctioning, after updating continuously showing update and app not working. ### 1/5 — Advisor X App *2023-06-14, version 0.0.47* Very poor App and showing wrong data. No support from team Redvision ### 3/5 — Used to be pretty good. *2022-10-21, version 0.0.40* The app used to good, I guess after the update when ever we try to open the app, it always asks for an update, even after updating the app. Redvision should take app also seriously along with website. ### 1/5 — Absolutely pathetic! *2022-09-01, version 0.0.33* These guys have no clue what they are doing! Every other day they have reporting issues. And also Their goal planning tool is screwed! Even There response has gone worst now. If you want to face embarrassment in front of your clients then only you avail this! Considering to take some legal action asap. ## Frequently asked questions about Advisor X By REDVision ### 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. ## Version history (last 5 releases) ### 0.0.98 — 2026-07-16 - 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 ### 0.0.97 — 2026-07-04 - 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 ### 0.0.96 — 2026-06-08 - 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 & 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 ### 0.0.95 — 2026-05-17 - 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 ### 0.0.94 — 2026-05-07 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 ## Apps similar to Advisor X By REDVision | App | Rating | Price | Category | | --- | --- | --- | --- | | [MFD STAR MF Mobility](https://appshunter.io/ios/app/mfd-star-mf-mobility/id1488590695) | 5.0 (1) | Free | Finance | | [KFinKart-Distributors](https://appshunter.io/ios/app/kfinkart-distributors/id1421782361) | — | Free | Finance | | [i-Invest iPru Partner](https://appshunter.io/ios/app/i-invest-ipru-partner/id6480376785) | — | Free | Finance | | [Nippon India Business Easy 2.0](https://appshunter.io/ios/app/nippon-india-business-easy-20/id933897742) | 4.0 (4) | Free | Finance | | [edge360- CAMS MFD/RIA App](https://appshunter.io/ios/app/edge360-cams-mfdria-app/id6756916388) | — | Free | Finance | | [IRIS by Kfintech](https://appshunter.io/ios/app/iris-by-kfintech/id6742319039) | — | Free | Finance | ## More apps by RedVision Global Technologies Pvt. Ltd. - [Wealth Elite](https://appshunter.io/ios/app/wealth-elite/id1518518606) All apps by RedVision Global Technologies Pvt. Ltd.: https://appshunter.io/developer/1530330506 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-21.*