GoDigital

GoDigital is a digital technology solution offered by Optimum Financial Solutions Pvt. Ltd. According to the vendor, this product aims to deliver innovative and technology-oriented solutions to the finance domain. It is designed to empower Financial Advisors, Asset Management Companies, Corporate companies, and Banks to expand their businesses and enhance their performance.

Key Features

Mutual Fund Platform: According to the vendor, this feature provides a solution for mutual fund back office operations, online execution, reporting, and brokerage. It is intended to streamline the process and offer convenience for financial advisors and asset management companies.

Corporate FD: The vendor claims that this feature enables organizations to execute fixed deposits online and access reporting solutions. It is designed to provide a seamless and hassle-free experience for managing corporate fixed deposits.

IPO/NCD: According to the vendor, this feature integrates an online execution and back office solution for Initial Public Offerings (IPO) and Non-Convertible Debentures (NCD). It is intended to simplify the process and ensure smooth operations for companies involved in IPOs and NCDs.

Portfolio Management/Alternative Investment Funds (AIF): The vendor states that this feature provides a back office solution integrated into a comprehensive wealth management platform. It aims to enable asset management companies to efficiently manage portfolio management services and alternative investment funds.

Robo Advisory: According to the vendor, this feature offers algorithm-based solutions for goal planning, asset allocation, rebalancing, and cash flow management. It aims to empower financial advisors and asset management companies to provide personalized and automated advisory services to their clients.

Wealth Management: The vendor claims that the Wealth Management feature provides a completely customizable integrated back office and front-end solution. It is designed to enable financial advisors and asset management companies to efficiently manage their clients' wealth and deliver superior services.

Client Onboarding: According to the vendor, this feature empowers sales teams with digital onboarding solutions, ensuring uninterrupted financial services for clients. It aims to streamline the client onboarding process and enhance customer experience.

Partner / Sub-Broker Onboarding: The vendor states that this feature simplifies partner and sub-broker onboarding, making it quick and efficient. It handles backend operations effectively, enabling seamless integration of partners and sub-brokers into the system.

IT Managed Services: According to the vendor, this feature offers IT managed services specifically designed for leading companies in the Banking, Financial Services, and Insurance (BFSI) sector. It aims to help transform IT operations and ensure optimal performance and security.

CRM & Value Added Services: The vendor claims that the CRM module provides a comprehensive customer relationship management solution, along with various value-added services. It includes features like co-branding, RM/sub-broker incentive programs, and more, to increase business and enhance customer satisfaction.