Advisor X By REDVision is a finance app developed by Red Vision Global Technologies.
Download Statistics
Advisor X By REDVision has been downloaded 18 thousand times. In the last 30 days, the app was downloaded 390 times.
User Ratings
The app has no ratings yet.
App Information
Advisor X By REDVision is FREE to download. The APK download size is 32.76 MB. The latest version available is 1.0.27. The last update was on July 16, 2026.
Technical Requirements
The app has a content rating of Everyone. The app has been available on Google Play August 2020.
Description
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 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.
Recent changes: ✅ Broadcast smarter, automate workflows, and engage customers with New WhatsApp Feature. 💰 Loan Management – Track and manage client loans directly from the app. 📊 Revamped Risk Profile Module – Manage version-wise questionnaires, track submissions, and share risk profiles seamlessly across all desk types. 🎂 Birthday & Anniversary List – Never miss clients' special days and send greetings with ease. 📊 Smarter Brokerage Dashboard – clearer insights, better decisions at a glance
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Excellent app and very handy and useful for every MF Distributor. You are always updated and realtime ready for your clients. One request to the Red Vision to take special care of uploading the transaction files as quickly as possible so that investor can get updated information....
★★★★★Partho Chakraborty· Apr 7, 2022
Superb app one of the best app for financial advisors (mutual fund). Best solution and easy to use also
★☆☆☆☆BIJU MATHEWS· Oct 26, 2021
No default login credentials to the clients, No Master client list in Advisor AAP as well as in the web login, Once uploaded the master client list from BSE Star MF, all the clients will not show in wealth elite, Without these basic requirements, what is the use of this software
★☆☆☆☆Yash Dhanuka· Mar 4, 2025
The Wealth elite of Revision is so bad that I'm regretting to buy this App/ web services. Sales Team sell things that claiming and performing nothing, customer service is pathetic and even RM are mostly useless. Using their services for NSE, they don't provide STOP SIP, Nominee Updates etc. from their software and lie after being caught that APIs are not provided by NSE. Please don't use the software and waste too much on this, buy any local software over it.
★☆☆☆☆Anmol Kumar Gupta· May 23, 2022
Worst service team. These people don't have team to handle. No one pay any heed to your issues.
Google Play Rankings for Advisor X By REDVision
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Technologies used by Advisor X By REDVision
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