Client Portfolio management becomes more easy with GoDigital and helps to produce more business opportunity .
Gain control over time management and drive more business promotion activities to grow business.
With GoDigital Onboarding onboard your clients instantly 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 a minimum manual intervention and thus reduces human error. Convert your prospects into your longterm clients with the complete online onboarding process.
Through GoDigital mobile application an investor can view theirs and their family's portfolio, do online transaction immediately, view reports and do much more instantly after onboarding.
Boost the visibility of your own brand in the market with complete white label software, which means that the entire platform is built under your brand name, the branding is completely yours. Give a personalized experience to your clients as your clients don't even know that the platform is built by Optimum. Provide the convenience of your name and turn your client to loyal clients.
GoDigital, having features like instant onboarding, complete onboarding (no co-branding), available at affordable price to unload your work.
Good IFA have an above average ability to be organized. GoDigital is such a platform which provides essential tools and valuable insights to manage clients portfolios.
GoDigital with easy to use user interface gives IFA and his team complete visibility over their clients’ business. Regain control over your management process with an intuitive and hassle free paperless platform.
With GoDogital, provide your clients with a better solution to manage portfolio where they can themselves do transactions and see all important facts and details. Provide your clients with a personalized experience with white labeled mutual fund software. Keep track, manage and build a long business relationship with clients and remain on top of the business.
New Client On-Boarding
Complete Back Office Software
Digital Factsheet of all AMCs
Initiate Transaction of all AMCs
Portfolio at Family Level
Focused Funds Highlighted By You