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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Simply complete our online form, and we will take care of everything from there. Alternatively, if you prefer, you can schedule a call with us, and we will guide you through the sign-up process step-by-step. If you are currently working with another manager, we will manage the challenging conversation to inform them that we will be taking over your account. We will also coordinate with them to ensure they provide all necessary documents for a smooth transition. If you suspect that you might be bound by a contract with your current manager, reach out to us, and we will do our best to negotiate a resolution on your behalf. We believe in flexibility and do not require you to commit to a fixed term. While we are confident that you will be satisfied with KITT, we understand that circumstances change, and we won’t force you to remain if you are not content. Attracting the right tenants is vital for your success as a landlord, as reliable tenants not only pay their rent on time but also tend to stay longer and take good care of your property. To achieve this, we adopt a unique approach; we hold open homes during evenings and weekends to accommodate working professionals, ensuring they have the chance to view the property at their convenience. This strategy has proven effective in connecting landlords with the best possible tenants.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Cargo

Integrations

Cargo

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$30 per month
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

Kitt

Founded

2017

Country

New Zealand

Website

www.kitt.io

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

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