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AdvisorX

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!

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Online ATM

Deposit or withdraw funds anytime from comfort of your home and enjoy higher interest than any other savings account.

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Financial Planning

Systematic planning gives accurate returns over invested funds when the assessment of risk through assets and liabilities is efficiently performed.

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Video KYC

Adopt new way of on boarding fresh clients via remote location just by accessing digital platform and performing paperless formalities.

The Future of

Redvision Global Technologies

Redvision Global Technologies Pvt. Ltd. is an Artificial Intelligence-based WHITE LABELLED Multi Assets SaaS platform for India’s Top Financial Advisors equipped with digital client lifecycle management (CLM) solution, Powerful Portfolio Reporting & Re-Balancing, Business Intelligence, Online Transactions, Goal GPS, Video KYC, Financial Planning, Research. The services can be extended to the ROBO-ADVISOR solution which can automate a big part of advisory services like Paperless Video KYC based onboarding, Model portfolio-based investment & Goal-Based Tracking.

Why Wealth Elite?

Wealth Elite is Software As A Service for Financial Advisors of India, a Financial Advisor can subscribe the SaaS by paying the subscription fees, after successful subscription a Financial Advisor can manage their clients' Portfolios and other client information.

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    Portfolio
    Rebalancing

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    Goal Tracker

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    Financial Planning

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    White Label Solution

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    Portfolio Analysis

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    Online ATM

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AdvisorX

Advisors get several features within financial platform like Goal GPS, Research Desk, Dashboard, Portfolio Analysis, Reports on whatsapp, Instant transactions.

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    Place MF Transactions!

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    Reports on Whatsapp!

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    Portfolio Analysis!

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    Research

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    Goal GPS!

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    Productive Dashboard!

Goal GPS

Goal GPS is a roadmap for advisors and clients as well to predefine the long term investment objectives along with preparing a standard plan to comply the set goals.

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    Real Life Goal.

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    Family Images.

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    Easy Mapping of Funds.

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    Constant Goal Tracker.

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    Info graphic Presentation of Report.

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Video KYC

Assist your clients in performing KYC with the convenience of their home through accessing digital portal which let your customer verified within no time without intervention of any party.

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    Paperless documents.

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    Instant Verification.

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    Invitation to prospective customer.

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    Digital Platform.

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    One Way Process.

Research Desk:

Research desk is a tool that enables advisors to perform research on the schemes and stocks based on which recommendation is made to clients for investing funds along with performing quick calculations for future returns.

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    Accurate Research.

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    Pre Sales Calculator.

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    Funds Comparison.

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    Boost sales.

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    Recommendation.

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    Model Portfolio.

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Wealth Report:

Wealth Report gives advisors entire details for the investment made by particular client which assists in managing funds effectively.

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    Evaluation of Entire Wealth.

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    Equity and Debt Holding.

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    Portfolio Asset Allocation.

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    Diversified Investment.

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    Accurate Funds Status.

Financial Planning:

The financial planning is process of assessing the risk of client at very initial stage before entering into the market of investment which involves recording sources of aggregate income and expenses that helps to derive the risk factor associated with the investor.

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    Goal Based Planning.

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    Risk Profiling.

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    Assets and Liabilities.

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    Mapping of Funds.

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    Generate Plan.

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2,500,000+

Happy Online Portfolio User

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2,500+

Satisfied Financial Advisors

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400+

Cities Presence In India

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70+

Team Of Software Services Professionals

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10+

Years In Business

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