GoDigital

GoDigital

Optimum Financial Solutions
ProTracker Advantage

ProTracker Advantage

ProTracker Software
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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.

About

ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.

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

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

Audience

Financial institutions and banks searching for a solution to manage their internal and customer operations

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

$895/user/year/1,000 RMDs
$895 per user per year per 1,000 RMD accounts. Optional one-time installation and conversion fee: $1,000 (recommended to get started quickly and hassle-free; minimal customer staff time).
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

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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

Optimum Financial Solutions
India
optimumfintech.com

Company Information

ProTracker Software
Founded: 1997
United States
www.protracker.com

Alternatives

Alternatives

ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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FamilyWealthGuru

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Fundamental Portfolio Manager

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PackHedge™

PackHedge™

FinLab Solutions SA
SunVox

SunVox

WarmPlace.ru
VISE

VISE

Vise
AIM

AIM

Altvia Solutions

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

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

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

Black Diamond Wealth Platform
ByAllAccounts
Charles Schwab
Envestnet | Tamarac
Fidelity
Microsoft Outlook
MoneyGuide
Morningstar Advisor Workstation
ProTracker RMD
SunVox
TD Ameritrade

Integrations

Black Diamond Wealth Platform
ByAllAccounts
Charles Schwab
Envestnet | Tamarac
Fidelity
Microsoft Outlook
MoneyGuide
Morningstar Advisor Workstation
ProTracker RMD
SunVox
TD Ameritrade
Claim GoDigital and update features and information
Claim GoDigital and update features and information
Claim ProTracker Advantage and update features and information
Claim ProTracker Advantage and update features and information