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Average Ratings 0 Ratings

Total
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

The MIMICS Portfolio Management software provides robust and adaptable solutions right out of the box to meet your organization’s portfolio management requirements. You can quickly implement our software thanks to its numerous customizable features, which easily accommodate various global and accounting standards. Moreover, a comprehensive array of standard interfaces seamlessly links with our software. Our software modules cater to proprietary trading, client trading, mutual funds, pension funds, hedge funds, and foreign-exchange reserves. The MIMICS Customer Portfolio Management module efficiently oversees your clients' trading activities while being scalable to fit your specific business demands. You can create an unlimited number of portfolios for countless customers across various investment types and currencies. It effectively manages a diverse range of investments, including equities, fixed income, equity derivatives, fixed income derivatives, commodities, repos, and more, ensuring that all aspects of your investment strategy are covered. This flexibility enables businesses to adapt to changing markets and client needs with ease.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Optimum Financial Solutions

Country

India

Website

optimumfintech.com

Vendor Details

Company Name

MIMICS

Founded

1976

Country

United States

Website

www.mimics.com

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management Yes 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management No 
Risk Management No 

Product Features

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management Yes 
Commodities Yes 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions Yes 
Performance Metrics Yes 
Portfolio Management No 
Risk Management Yes 

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