GoDigital

GoDigital

Optimum Financial Solutions
PureFunds

PureFunds

Puritas
+
+

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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

Providing an integrated transfer agency solution with automated dealing and share register features for global fund managers and administrators. Choose an integrated transfer agency solution that offers tangible benefits for global fund managers and administrators. Our intuitive, responsive and fully integrated portfolio and investment management platform allows the easy scaling of business with confidence through efficient processing of subscriptions, redemptions, distributions and transfers, and updating of investor register. Possessing a high level of automation via the client Investor Portal along with integration with third-party products including Calastone, EMX and World-Check. Production of all key output dealing, valuation and transaction statements, and distribution advices are automated. All portfolio information and documents are sync’d in real time or periodically as specified.

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

Global fund management and administrators seeking a solution to manage their business 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

$1500 per month
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

Optimum Financial Solutions
India
optimumfintech.com

Company Information

Puritas
Founded: 2006
Jersey
puritas.co.uk/purefunds/

Alternatives

Alternatives

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PackHedge™

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VISE

VISE

Vise

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

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Integrations

No info available.

Integrations

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