Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Deliver tailored solutions that genuinely align with clients' desires, ensuring their investments are managed in a manner that does not exceed their acceptable risk levels. Empower wealth managers by utilizing automated investment suggestions, advanced risk analysis, and simulation tools for decision-making. Enhance the efficiency of generating investment proposals and automate regulatory compliance and reporting to broaden service offerings to new client demographics. Achieve instrument-specific portfolio recommendations that reflect the perspectives of the bank, align with client preferences, and consider the available asset universe. Conduct stress testing or simulate the effects of changes on client portfolios to identify configurations that yield the best risk-to-return ratios. Detect any portfolios that violate investment appropriateness and strategic asset class allocations. Additionally, provide insights on optimal trades that can guide the existing client portfolio towards its intended asset allocation goals, ultimately improving investment outcomes for clients. By integrating these strategies, wealth managers can significantly elevate their service quality and client satisfaction.
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.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
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
Edgelab
Website
www.edgelab.ch/
Vendor Details
Company Name
Optimum Financial Solutions
Country
India
Website
optimumfintech.com
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