Audience
Businesses in need of a white-labelled solution to manage and grow their mutual fund business efficiently
About GoDigital
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.
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Integrations
No integrations listed.
Company Information
Optimum Financial Solutions
India
optimumfintech.com
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Product Details
Platforms Supported
Windows
Android
Training
Live Online
Support
Online
GoDigital Frequently Asked Questions
GoDigital Product Features
Investment Management
Client Management
Performance Metrics
Accounting Management
Benchmarking
Bonds / Stocks
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Portfolio Management
Risk Management
