Video KYC
Whatsapp Report
Goal Tracker
Research Desk
More Features
Dashboard
Invest Online
Download Advisor X
Access research tools, calculators, and key features directly from your mobile to manage your business more efficiently.
Place MF Transactions !
Advisor can place purchase, redemption & SIP orders on behalf of Investor, payment by link by Investor.
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!
Goal GPS !
Track Goal achievements of the client with required return and current return via Mutual Fund Software for IFA comparison mapped and additional required investments!
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!
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 !
Client Login Management
Create investor logins from your mobile and update access details instantly, without depending on your system.
Family Management
View and manage family-wise investments on the go, with all member details available in one place.
Event Calendar
Check upcoming SIPs and client events anytime, so you can stay prepared and follow up without delays.
Testimonials
What they are saying about us
All mentioned is possible only because of choosing REDVISIONTech as our software partner, we FINOMIS personal is the heart of the business we help our clients accumulate the wealth we always belive, Progress means simplifying not complicating at Redvision we have peace of mind knowing there is a large team of experts behind us, guaranteeing high levels of service solutions that provide better client experience and give our business a competitive edge.
Ajimon Thoppil
Finomis Investmart LLP
Finomis Online
Advisor X mobile app is just amazing.
It shows that REDvision is indeed smart, reliable, compelling, and efficient. SETH CONSULTANT has been using the CRM software corporate version for the last 2 years.
The kind of support the REDVision
team provides is amazing.
Continuous development and refinements in applications based on our feedback gives 5 stars to your team.
You guys are the best! Keep up the good work.
Rahul seth & Rashmi seth
Partners
Seth ConsultantFor the Distribution & Advisory business a good portfolio tracking software is like a backbone for the business. Red vision has made our life easy by giving a perfect user-friendly tools with accurate data & mobile applications for distributor as well as clients. Red vision is a great partner to work with & we look forward to a great partnership with them in the long run of our business. Entire team of Redvision are great people to work with..
