Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Experience a fully white-labelled solution designed to effectively manage and expand your mutual fund enterprise. GoDigital offers a tailored website and mobile application featuring your unique business name. Developed in partnership with Kotak Mutual Fund, this cloud-based solution empowers you to stay competitive not just through software but by enhancing your brand's value. Elevate both your brand and your business, allowing clients to download an app that represents you. With a secure PIN-based login for ease of access, clients can monitor their portfolios and those of their family members all from a single account. They’ll also receive access to reports and SIP alerts. You can conveniently oversee your business metrics and access detailed reports for your clients. Additionally, transactions can be initiated on behalf of your clients through the app, while they too have the ability to carry out transactions independently. You can also set restrictions on redemptions and switches for their accounts, providing an added layer of customization and control. This comprehensive approach ensures both you and your clients have a seamless experience in managing investments.
Description
Utilize innovative technology that reflects your distinct investment methodologies, principles, and data resources. Seamlessly blend your exclusive data, analytical models, and insightful visual representations to craft a compelling narrative. Capitalize on the extensive reach, efficiency, and robust security offered by cloud-based open architecture, facilitating large-scale portfolio creation and teamwork. Jacobi is poised to enhance your investment strategy through a modern, scalable cloud platform. Create and assess portfolios with specific objectives within a fully cohesive visual framework. Enhance the depth and significance of your analysis regarding the ramifications of your decisions across various portfolios. Conduct and expand tailored, forward-thinking, and retrospective analyses while effectively managing portfolio risks. Engage dynamically with stakeholders, including clients, to ensure active participation. The platform features sharp, customizable visualizations that can be white-labeled for branding purposes. Effortlessly share access and permissions among individuals and teams to foster collaboration. This approach empowers both portfolio solutions and sales teams, ultimately driving better investment outcomes.
API Access
Has API
API Access
Has API
Integrations
Amazon Web Services (AWS)
Google Cloud Platform
Microsoft Azure
Integrations
Amazon Web Services (AWS)
Google Cloud Platform
Microsoft Azure
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Optimum Financial Solutions
Country
India
Website
optimumfintech.com
Vendor Details
Company Name
Jacobi
Country
United States
Website
www.jacobistrategies.com/site/
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management