Advisor X By REDVision vs WeDiligent
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Advisor X By REDVision
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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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.
WeDiligent
Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, view historical performance, and download detailed reports. Invest online and utilize various financial calculators.
- Complete portfolio reporting
- Historical performance tracking
- Online mutual fund investment
- Capital gain reports
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators
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WeDiligent is one-stop shopping for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds - Equity Shares - Bonds - Fixed Deposits - PMS - Insurance Key Features: - Complete Portfolio report download including all assets. - View historical Performace of your Portfolio easily - Easy login via your Google email id. - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency - SIP Report to be informed of your Running and Upcoming SIPs, STPs. - Insurance list to keep track of premiums to be paid. - Folio details registered with each AMC. Calculators and Tools available: - Retirement Calculator - SIP Calculator - SIP Delay Calculator - SIP Step up Calculator - Marriage Calculator - EMI Calculator
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Verdict
The clearest difference is update cadence: Advisor X By REDVision at fortnightly against WeDiligent's every 3 months. On price, ads, in-app purchases and monetization model there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Advisor X By REDVision ships an update fortnightly, WeDiligent every 3 months. The most recent releases landed on October 24, 2026 and October 7, 2026 respectively.
| Parameter | Advisor X By REDVision | WeDiligent |
|---|---|---|
| Price | Free | Free |
| Rating | — | 5.0 (1 ratings) — better |
| Positive reviews | 16.7% of reviews | — |
| Number of ratings | — | 1 — better |
| Update frequency | Fortnightly — better | Every 3 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod — better | iPhone, iPad |
| Requires iOS | 15.1 — better | 16.0 |
| Further details — not scored | ||
| Size | 45 MB | 86 MB |
| Age rating | 17+ | 4+ |
| Developer | RedVision Global Technologies Pvt. Ltd. | Excel Net Solutions Private Limited |
Customer experience
Advisor X By REDVision
WeDiligent
In-app purchases
Advisor X By REDVision
No in-app purchases
WeDiligent
No in-app purchases
Questions
Is Advisor X By REDVision free?
Is WeDiligent free?
Do Advisor X By REDVision or WeDiligent have ads?
Which is updated more often, Advisor X By REDVision or WeDiligent?
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