Advisor X By REDVision
MFD's Trusted Brand
Free · Designed for iPad
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.
more New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Smarter Brokerage Dashboard – clearer insights, better decisions at a glance
- New AUM Reports Added – AUM by AMC & AUM by Schemes for deeper analysis
- New SIP Reports Added – SIP by AMC & SIP by Schemes for smarter tracking
- Start SIP with Step-Up – grow investments automatically on NSE
- Top-Up Your LIVE SIPs – boost ongoing SIPs anytime on NSE
- Easy SIP Cancellation – more control with a quick cancel option on NSE
0.0.92 1 Apr
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Digital Marketing feature now available in Advisor X for both MFDs and Sub-Brokers
- Event Calendar: Never miss a thing — track daily and upcoming events.
- Login Management: Effortlessly create, update, or delete investor logins.
- Family Management: Build families, add members, and define relationships smoothly.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
0.0.91 27 Feb
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Event Calendar: Never miss a thing — track daily and upcoming events.
- Login Management: Effortlessly create, update, or delete investor logins.
- Family Management: Build families, add members, and define relationships smoothly.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.
0.0.90 16 Feb
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Event Calendar: Never miss a thing — track daily and upcoming events.
- Login Management: Effortlessly create, update, or delete investor logins.
- Family Management: Build families, add members, and define relationships smoothly.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.
0.0.89 1 Feb
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Event Calendar: Never miss a thing — track daily and upcoming events.
- Login Management: Effortlessly create, update, or delete investor logins.
- Family Management: Build families, add members, and define relationships smoothly.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.
0.0.88 08/12/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Event Calendar: Never miss a thing — track daily and upcoming events.
- Login Management: Effortlessly create, update, or delete investor logins.
- Family Management: Build families, add members, and define relationships smoothly.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.
0.0.87 26/11/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Event Calendar: Never miss a thing — track daily and upcoming events.
- Login Management: Effortlessly create, update, or delete investor logins.
- Family Management: Build families, add members, and define relationships smoothly.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.
0.0.86 21/11/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Event Calendar: Never miss a thing — track daily and upcoming events.
- Login Management: Effortlessly create, update, or delete investor logins.
- Family Management: Build families, add members, and define relationships smoothly.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.
0.0.85 18/11/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Event Calendar: Never miss a thing — track daily and upcoming events.
- Login Management: Effortlessly create, update, or delete investor logins.
- Family Management: Build families, add members, and define relationships smoothly.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.
0.0.84 14/10/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Event Calendar: Never miss a thing — track daily and upcoming events.
- Login Management: Effortlessly create, update, or delete investor logins.
- Family Management: Build families, add members, and define relationships smoothly.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.
0.0.83 06/10/2025
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.
0.0.82 01/10/2025
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.
0.0.81 08/09/2025
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.
0.0.80 26/08/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Added new nominee details in BSE Registration and fixed minor onboarding.
- A new and fresh dashboard for better view and analysis is needed.
- Compare mutual funds side-by-side with our new 'Compare Fund' feature for smarter investment decisions!
- Create client mandates directly in-app, then share a secure link for easy authentication.
- Heldaway Report with CAS Upload.
0.0.79 16/06/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Added new nominee details in BSE Registration.
- A new and fresh dashboard for better view and analysis is needed.
- Compare mutual funds side-by-side with our new 'Compare Fund' feature for smarter investment decisions!
- Create client mandates directly in-app, then share a secure link for easy authentication.
- Heldaway Report with CAS Upload.
0.0.78 02/06/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- A new and fresh dashboard for better view and analysis is needed.
- Compare mutual funds side-by-side with our new 'Compare Fund' feature for smarter investment decisions!
- Create client mandates directly in-app, then share a secure link for easy authentication.
- Generate and share risk assessment links for clients, all within the app.
- Now you can download Tax Package, Capital Gain, and MF Reports.
- Heldaway Report with CAS Upload.
0.0.77 28/05/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- A new and fresh dashboard for better view and analysis is needed.
- Create client mandates directly in-app, then share a secure link for easy authentication.
- Get client Statement of Accounts (SOA) with a quick request through the app.
- Generate and share risk assessment links for clients, all within the app.
- Now you can download Tax Package, Capital Gain, and MF Reports.
- Heldaway Report with CAS Upload.
0.0.76 16/04/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Create client mandates directly in-app, then share a secure link for easy authentication.
- Get client Statement of Accounts (SOA) with a quick request through the app.
- Generate and share risk assessment links for clients, all within the app.
- Now you can download Tax Package, Capital Gain, and MF Reports.
- Heldaway Report with CAS Upload.
0.0.75 26/02/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Now you can download Tax Package, Capital Gain, and MF Reports.
- Heldaway Report with CAS: Introducing the Heldaway Report, seamlessly integrated with the Consolidated Account Statement (CAS) feature. Manage and analyze your financial data more effectively—all in one place!
- Fix KYC issue.
- Sleek new calculator design.
- Now, the Sub-broker can register clients on the platform and in BSE too.
0.0.74 25/01/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Heldaway Report with CAS: Introducing the Heldaway Report, seamlessly integrated with the Consolidated Account Statement (CAS) feature. Manage and analyze your financial data more effectively—all in one place!
- Fix KYC issue.
- Sleek new calculator design.
- App Banners: Introduced new banners to improve user engagement.
- Now, the Sub-broker can register clients on the platform and in BSE too.
0.0.73 04/01/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Fix KYC issues.
- You can register investors more efficiently, now you don't need to upload any documents while doing the client's BSE from the AdvisorX App.
- App Banners: Introduced new banners to improve user engagement.
0.0.72 29/12/2024
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Fix nominee relation changes by BSE.
- Adding NFO in MFU Transact Online.
- Now Sub-broker can register clients on the platform and in BSE too.
- Adding UPI option in NSE Checkout.
- BSE Saving Retrieval: Enhanced retrieval process for BSE data.
- Client/Family-wise Search: Added search functionality with bookmark/unmark features for easier navigation.
- App Banners: Introduced new banners to improve user engagement.
0.0.71 12/11/2024
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Fix nominee relation changes by BSE.
- Adding NFO in MFU Transact Online.
- Now Sub-broker can register clients on the platform and register in BSE too.
- Adding UPI option in NSE Checkout.
- BSE Saving Retrieval: Enhanced retrieval process for BSE data.
- Client/Family-wise Search: Added search functionality with bookmark/unmark features for easier navigation.
- App Banners: Introduced new banners to improve user engagement.
0.0.70 06/11/2024
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Adding NFO in MFU Transact Online.
- Now Sub-broker can register clients on the platform and register in BSE too.
- Adding UPI option in NSE Checkout.
- BSE Saving Retrieval: Enhanced retrieval process for BSE data.
- Client/Family-wise Search: Added search functionality with bookmark/unmark features for easier navigation.
- App Banners: Introduced new banners to improve user engagement.
0.0.69 30/10/2024
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Now Subbroker can also register clients on the platform and in BSE.
- Adding UPI option in NSE Checkout.
- BSE Saving Retrieval: Enhanced retrieval process for BSE data.
- Client/Family-wise Search: Added search functionality with bookmark/unmark features for easier navigation.
- App Banners: Introduced new banners to improve user engagement.
0.0.68 11/10/2024
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Smarter Brokerage Dashboard – clearer insights, better decisions at a glance
- New AUM Reports Added – AUM by AMC & AUM by Schemes for deeper analysis
- New SIP Reports Added – SIP by AMC & SIP by Schemes for smarter tracking
- Start SIP with Step-Up – grow investments automatically on NSE
- Top-Up Your LIVE SIPs – boost ongoing SIPs anytime on NSE
- Easy SIP Cancellation – more control with a quick cancel option on NSE
more Version 0.0.92 1 Apr
Data Not Collected The developer does not collect any data from this app.
