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- Advisor X By REDVision Vs. Nippon India Business Easy 2.0
Advisor X By REDVision vs Nippon India Business Easy 2.0 Uso e estatísticas
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.
- Apple App Store
- Gratuitos
- Finanças
Ranking da Loja
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Nippon India Business Easy App 2.0 : It's new and improved! The Nippon India Business Easy App just got Smarter, Faster and Better.
You now have a host of features at your fingertips. This will enhance your user experience and help in smooth functioning of your day to day Mutual Fund business.
Don’t miss this app’s exciting features:
1. Easy login – All you need is a 4-digit MPIN.
2. App in App feature – Fast user experience.
3. Instant transactions – Fast, easy and click-based transactions.
4. Client Engagement - Built-in analytics for superior client engagement and a chance to get more business opportunities from existing customer base.
5. Bulk Campaign facility – Gives wider reach and investor connect
6. Investor insights – Folio details, Portfolio view, Transaction Summary and much more
7. Campaigns – Pre-defined Funds & Solutions trigger to mass Investors with just few
clicks
8. Services to Investors – Trigger SOA & Capital Gains Statement to Investors
9. Services for Partners – Brokerage section to download brokerage, view brokerage paid in last 12 months and download brokerage statement of last 3 months.
10. Star Investors - 1 click transaction initiation for priority investors (Based on Investor AUM)
11. Improved Help desk – New and improved facility to address partner grievances effectively. Our partners can register a complaint or feedback regarding the Business Easy App. Partners can access help section through the “More” tab in the bottom menu. Once the query is submitted, partners will get an email with ticket number for future correspondence. The query will be assigned to Help desk SPOC to resolve the query on priority and update to partner. Partners can also upload the error screenshot up to the limit of 5 attachments
Download the Nippon India Business Easy App 2.0 and Experience business made easy!
- Apple App Store
- Gratuitos
- Finanças
Ranking da Loja
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Advisor X By REDVision versus Nippon India Business Easy 2.0 comparação de classificação
Compare a tendência de classificação de Advisor X By REDVision nos últimos 28 dias versus Nippon India Business Easy 2.0
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Compare a tendência de classificação de Advisor X By REDVision nos últimos 28 dias versus Nippon India Business Easy 2.0
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Advisor X By REDVision VS.
Nippon India Business Easy 2.0
janeiro 3, 2025