Advisor X By REDVision 與 Masterstroke Online 使用情況與統計
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
- 免費版
- 金融
商店排名
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MasterStroke app provides sales & branding solutions to financial intermediaries. It helps the user improve client engagement by providing instant solutions with regard to sales presentations, calculators, client proposals, marketing banners & videos. User can test their knowledge through mock tests on various topics and get business development ideas through short videos and frequently asked questions. It also allows users to create custom and category wise performance of mutual fund schemes. A must use app for every financial intermediaries who is engaged in selling or advising on mutual funds.
- Apple App Store
- 免費版
- 金融
商店排名
- -
Advisor X By REDVision VS. 
Masterstroke Online1月 5, 2025