Advisor X By REDVision vs Wealth Partner

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.

Gain More Knowledge on Your Financial Freedom Using Wealth Partner! The Wealth Partner makes it as easy as sorting mail to manage and track your mutual fund investments! Along with it, you will also be able to stay aware of your portfolio, get connected with your distributor, and have the opportunity to apply valuable tools for wise investing all in one application. Portfolio Overview: You can acknowledge all your mutual fund investments by collecting them in one place. Stay updated on what you own, what you buy, and how your entire portfolio performs daily. Family Member Details Management: Control and watch the investments of your children or other people related to you. You have a stress-free life thanks to the fact that you can keep all financial details in the same application. Inbuilt Research & Insights: Discover investment opportunities and market insights from experts. We hope they inspire and inform you about the most popular and up-to-date information about a particular fund or market. 50+ Investment Calculators: These tools like SIP, lump-sum, retirement planning, or goal-based investing technologies let you plan your finances better with the help of built-in calculators. The possibility to invest your money in the right place is increased through these tools. Secure NSE & BSE Transactions: Secure and regulated transactions with NSE (National Stock Exchange) and BSE (Bombay Stock Exchange). With us, your investments are safe, and the profit starts from the very first days with the help of secure transactions.