GoDigital

GoDigital

Optimum Financial Solutions
+
+

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About

Run and grow your business the way you want to. We’re here to help established advisors scale, not treat you like a salesperson. We provide everything you need to succeed, and then step out of the way. Our dynamic platform takes care of busywork, so you can focus on advising clients on wealth-building strategies. More time planning futures, less time filing papers. Eliminates paperwork and red tape for you and your clients. Intuitive dashboard that gives you greater visibility and control. All-in-one-place account aggregation. One-on-one coaching opportunities. Best-in-class, elite practice management training program, focusing on client acquisition and growing your business. Dedicated Farther web page. Monthly marketing budget, to be used at your discretion. State-of-the-art digital prospecting tools. Centralized marketing team. Cutting-edge tech platform and tools to support prospecting and client experience.

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

Advisors and companies seeking a solution to scale, manage, run and grow their business

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 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

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Farther
United States
www.farther.com/for-advisors

Company Information

Optimum Financial Solutions
India
optimumfintech.com

Alternatives

Alternatives

Wealth Elite

Wealth Elite

REDVision Tech
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
VISE

VISE

Vise
PriceMetrix

PriceMetrix

McKinsey & Company
Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software
MoneyGuide

MoneyGuide

Envestnet
PackHedge™

PackHedge™

FinLab Solutions SA

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

No info available.

Integrations

No info available.
Claim Farther and update features and information
Claim Farther and update features and information
Claim GoDigital and update features and information
Claim GoDigital and update features and information