#Your Brand.   #Your Platform.

Get Away with Time Wastage.

Turn to more number of clients.

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.

Instant Onboarding

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.

Instant Onboarding

Online Transaction

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.

Online Transaction

Brand Building

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.

Brand Building

Affordable

GoDigital, having features like instant onboarding, complete onboarding (no co-branding), available at affordable price to unload your work.

Affordable

Focus your Attention

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.

Focus your Attention

And leave no client behind

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.

And leave no client behind

Remain on top of the Business

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.

Remain on top of the Business

Complete Mutual Fund Software Solution for IFA.

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

For your Client

Portfolio at Family Level

Focused Funds Highlighted By You

Transact Online

Scheme Factsheet

Reports

E-Locker

Calculators