Trusted
Business Management App for MFDs
Brings complete Business of MFDs at their fingertips. Place MF transactions on behalf of clients, share reports on Whatsapp, track clients’ portfolios, and much more.
Place MF Transactions !
Reports on Whatsapp !
Goal GPS !
Portfolio Analysis !
Research !
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Top Features
Brings complete Business of MFDs at their fingertips
Productive Dashboard
Place Smart Transactions
Share Reports on Whatsapp
Powerful Portfolio Analysis
Goal GPS
Research
Family Master
Login Management
Event Calendar
Productive Dashboard
Dashboard shows latest AUM & SIP trends of the last 4 months with recent purchases, redemption, and rejected transactions. Also presents new SIPs, and upcoming business reports.
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Place Smart Transactions
MFDs can place purchase, redemption & SIP orders on behalf of Investors and auto-share payment link with the Investors.
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Share Reports on Whatsapp
MFDs can send various reports to investors including Valuation, Capital Gain, financial year wise transaction reports, etc. on whatsapp in a few clicks.
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Powerful Portfolio Analysis
Analyze asset allocation, top equity & debt holding, sector exposure, XIRR returns. Check portfolio profitability on the go, and send portfolio reports to investors easily on Whatsapp!
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Goal GPS
Simulate the future goals of investors, track their achievements, calculate their current return and required return. Make clients, long term investor and slowdown investment redemption rate.
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Research
Get various NAV Based calculators and income tax estimator only on Advisor X. Advisor X makes it easy to research for best funds in the markets as per investor’s requirement.
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Family Master
Family Master in the Advisor X Mobile App allows MFDs to create and manage investor families directly from the app, group multiple investors under one family, and access consolidated family-level information anytime, anywhere.
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Login Management
Login Management in Advisor X lets MFDs create and manage client logins directly from the mobile app, enabling faster onboarding, better access control, and smooth client servicing on the go.
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Event Calendar
The Event Calendar in Advisor X Mobile App helps MFDs track important investor events such as birthdays, SIP due dates, and insurance premium renewals in a single monthly view, ensuring timely follow-ups and better client engagement.
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FREE Research & Financial Calculators for all MFDs!
To get full access, generate the inquiry from the app, our sales team will reach you within a few minutes!