| 開發人員: | Red Vision Global Technologies (3) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
| 評測: | 0 寫評論 | ||
| 清單: | 0 + 0 | ||
| 點數: | 0 + 0 ¡ | ||
| Google Play | |||
描述
Place Mutal Funds Transactions! An advisor can place purchase, redemption & SIP orders on behalf of 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.
螢幕擷取畫面
新功能
- 版本: 1.0.5
- 發佈日期:
- 🚀 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Change and update Video KYC process.
價錢
- 今天: 免費
- 最小值: 免費
- 最大值: 免費
追蹤票價
開發人員
- Red Vision Global Technologies
- 平台: Android 應用程式 (3)
- 清單: 0 + 0
- 點數: 0 + 7,675 ¡
- 排名: 0
- 評測: 0
- 折扣: 0
- 影片: 0
- RSS: 訂閱
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其他資訊
- 版本: 1.0.5
- ID: com.redvision.advisorxapp
- 類別 :
Android 應用程式›財經 - OS:
Android 6.0 - 大小:
23 Mb - 內容分級:
Everyone - Google Play 評分:
0 - 發佈日期:
- 發行日期:
聯絡人
- 個人網站:
https://wealthelite.in/
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