Ticker Wealth Advisor vs Advisor X By REDVision

Ticker Wealth is a comprehensive & automated end-to-end business solution for IFA’s & corporate level MF distributors. It is completely outfitted with cutting edge reporting tools & advanced level of analysis to empower a distributor to grow their business and reach.We have created the Ticker Wealth Mobile App exclusively for the clients of IFA’s & MF distributors. This app lets the customers access their portfolio and see their investments anytime, anywhere.Key Features • MF Dashboard :- Birds eye view of your investment/portfolio • Recent Transactions :- Details of all your transactions • Summary : - Details of investments • No separate KYC required To access this application, you are requested to contact you IFA / MF distributor for login credentials. TickerWealth is completely secure and does not collect any information on your device or SIM card.

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.