Advisor X By REDVision vs IRIS by Kfintech

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.

IRIS: Distributor Super App for Mutual Funds & NPS IRIS is a powerful Distributor Super App designed to revolutionize the way mutual fund and NPS distributors manage their business. With its robust set of features, IRIS offers a comprehensive solution to efficiently manage business hierarchies, including employees, sub-brokers, service managers, and investors—all under a single ARN. Key Features: Manage Business Hierarchy: Effortlessly handle your team of employees, sub-brokers, and service managers, ensuring seamless coordination and control. Investor Portfolio Management: View and manage investor portfolios based on the hierarchy structure, providing personalized services and ensuring the best possible financial outcomes. Transaction Initiation: Initiate both financial and non-financial transactions, streamlining operations and enhancing efficiency. Investor Servicing: Offer superior service to your investors by accessing their portfolios, facilitating transactions, and keeping track of their investments in real-time. With IRIS, distributors can focus on what truly matters—serving their clients, growing their business, and maximizing returns. Download IRIS today and take your business to the next level with seamless mutual fund and NPS distribution management!