| 開發人員: | RedVision Global Technologies Pvt. Ltd. (2) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
| 評測: | 0 寫評論 | ||
| 清單: | 0 + 0 | ||
| 點數: | 0 + 0 ¡ | ||
| App Store | |||
描述
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.
螢幕擷取畫面
新功能
- 版本: 0.0.80
- 發佈日期:
- New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.
- Fixed Video KYC process.
- A new and fresh dashboard for better view and analysis is needed.
- Compare mutual funds 1-1 with our new 'Compare Fund' feature.
- Heldaway Report with CAS Upload.
價錢
- 今天: 免費
- 最小值: 免費
- 最大值: 免費
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開發人員
- RedVision Global Technologies Pvt. Ltd.
- 平台: iOS 應用程式 (2)
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