GoDigital

GoDigital

Optimum Financial Solutions
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About

Easily trade and manage investments with Schwab support. Trade stocks, options, bonds, mutual funds, ETFs, and other financial products. Use Schwab.com and the Schwab mobile app4 to conveniently manage your account. Get online tools to screen and evaluate investments, develop a plan, and more. Call our financial professionals anytime. Plus get local support at a branch near you. Use our web, software, and mobile platforms designed for trading. Hone your existing trading skills or learn a new one. Access a team of professionals who share your passion for trading. Use your finger, face ID or preset passcode to quickly check your portfolio balance (including non-Schwab accounts), holdings and statements. Deposit checks into your eligible Schwab Bank or Schwab brokerage and IRA accounts by snapping a few photos. See your positions at a glance. Trade stocks, ETFs, mutual funds, and options.

About

A complete white-labelled solution to manage and grow your mutual fund business efficiently. GoDigital comes with your own personalised business name website and mobile app. This cloud-based solution is in collaboration with Kotak Mutual Fund. Stay ahead in the market by not only using a software business solution but with the advantage of your brand value. Grow your brand, grow your business. You and your clients will download your brand name App. The app is secured with PIN based login feature to ease of use. Your clients can check their's and their family members portfolio in one single account. Check reports and SIP alerts too. You too can check your business, check reports for your clients. You can initiate transactions for your clients from the App. Your clients too can transact from the app. You can restrict redemption and switch for them.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone seeking for a trading platform to trade stocks, options, bonds, mutual funds, ETFs, and other financial products

Audience

Businesses in need of a white-labelled solution to manage and grow their mutual fund business efficiently

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 3.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Almost nothing. TD Ameritrade was way superior. Schwab android phone app is garbage. Sorry nothing positive to say

Cons

  • With multiple accounts you do not know how much total you have invested at any given time. No summary like on web. Does not total day's gain/loss in addition to daily. You will get logged out mid trade. No earnings/events calendar like TDA. No pre or post market action on your accounts. Doesn't update positions immediately - if your lucky a swipe resets. App doesn't stay open all day - multiple logins even when you aren't being thrown out mid trade. No historical tables of balances. Not half as intuitive as TDA -this app was made for your grandpa

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Charles Schwab
Founded: 1973
United States
www.schwab.com/brokerage

Company Information

Optimum Financial Solutions
India
optimumfintech.com

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Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

APS Payroll
CFO Silvia
Clockwork
Financial Tech Wiz Trading Journal
Kinfo
Maxima
Motileo
NVSTly
PinkLion
ProTracker Advantage
ProTracker RMD
R0Y
Riskalyze
SmartOffice
StreetSmart Edge
The Dividend Tracker
TradeZella
Trademetria
TradingDiary Pro
Utluna

Integrations

APS Payroll
CFO Silvia
Clockwork
Financial Tech Wiz Trading Journal
Kinfo
Maxima
Motileo
NVSTly
PinkLion
ProTracker Advantage
ProTracker RMD
R0Y
Riskalyze
SmartOffice
StreetSmart Edge
The Dividend Tracker
TradeZella
Trademetria
TradingDiary Pro
Utluna
Claim Charles Schwab and update features and information
Claim Charles Schwab and update features and information
Claim GoDigital and update features and information
Claim GoDigital and update features and information