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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

Fi360 provides financial intermediaries with the tools to effectively utilize the Prudent Practices® framework, allowing them to successfully gather, enhance, and safeguard investors' assets while adhering to a fiduciary duty. Our comprehensive training, advanced technology, and robust analytics facilitate the seamless adoption of prudent processes for every client. Ranging from foundational fiduciary concepts to complete proficiency, our educational programs are specifically designed to equip finance professionals with the essential knowledge to better serve clients and expand their enterprises. Our innovative software and technology solutions empower investment professionals to cultivate stronger client connections and increase business opportunities through a consistent, prudent methodology that is both manageable and well-documented. Additionally, we provide our clients with in-depth insights via our fiduciary-centric data and analytics offerings, which include tailored reports and analyses that can enhance marketing efforts and presentations, showcasing a commitment to a prudent approach. Ultimately, our mission is to elevate the standards of fiduciary practice in the financial industry.

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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Optimum Financial Solutions

Country

India

Website

optimumfintech.com

Vendor Details

Company Name

fi360

Founded

1999

Country

United States

Website

www.fi360.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 No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

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