Mutual Fund Software - GoDigital

#Your Brand. #Your Platform.

Complete White Labeling of your Website and App with below features

For you as an Advisor

  • New Client On-Boarding
  • Complete Back Office Software
  • Digital Factsheet of all AMCs
  • Initiate Transaction of all AMCs
  • Focused Funds
  • Reports
  • E-Locker
  • Alerts

For your Client

  • Get On-Board & Invest Instantly
  • Portfolio at Family Level
  • Focused Funds Highlighted By You
  • Transact Online
  • Scheme Factsheet
  • Reports
  • E-Locker
  • Calculators
All this on dedicated space exclusively for you on the cloud to Ensure Data Privacy..

GoDigital - A revolutionary Mutual Fund Software for Independent Financial Advisors

We at Optimum Financial Solutions, strive with an aim to provide Mutual Funds Software for IFA and help them spend more time in meeting potential clients, do activities which are essential for business growth & expansion and avoid time consuming procedures like paperwork and sending reports.

GoDigital's instant new client on-boarding feature helps IFA to on-board investors under their ARN within few minutes; less than the time it takes drinking a cup of coffee. Completely Hassle-free and Paper-less, saving a lot of time, has minimum manual intervention and thus reduces human error.

The entire platform is white labeled, which means that the entire platform is built under your brand name, the branding is completely yours.
Your clients visit your portal link and download your App from the Mobile Play Store. Your clients don't even know that the platform is built by Optimum.

This helps in growing your brand, your company, your business.
Your clients can simply download your Mobile App and view theirs and their family's portfolio, Transact online instantly, view reports and do much more.

The Back Office Software of GoDigital offers Client Management, Seamless Online Transactions, Client Servicing features to keep a track, manage and grow your business.

GoDigital is a complete Mutual Fund Software at a fair, affordable price with all features Loaded, to unload your work.

GoDigital with Optimum

Single Platform to Transact Online and track Mutual Fund Investments of all AMCs. And Much More