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What is GoDigital?

Discover a completely customizable solution crafted to effectively oversee and grow your mutual fund business. GoDigital presents a bespoke website and mobile application featuring your distinct business identity. Created in collaboration with Kotak Mutual Fund, this cloud-based platform not only keeps you competitive through its software but also boosts your brand's value significantly. Enhance the recognition of your brand alongside your business, allowing clients to download an app that embodies your identity. With a secure PIN-based login for effortless access, clients can track their portfolios as well as those of their family members, all from a single account. They will also enjoy access to reports and alerts for Systematic Investment Plans (SIPs). You can easily monitor your business metrics and generate detailed reports for your clients. Moreover, transactions can be executed on behalf of your clients through the app, while they also have the freedom to conduct transactions independently. You have the capability to impose restrictions on redemptions and switches for their accounts, offering an additional layer of customization and control. This all-encompassing approach guarantees a smooth experience for both you and your clients in managing their investments, ultimately leading to enhanced satisfaction and loyalty.

What is Fund Manager?

Fund Manager is a powerful software tool specifically crafted for efficient portfolio management. It comes in various editions designed for different types of users, including personal investors, professional traders, and investment advisors, each with tailored features to suit their needs. Users can view various screenshots that display a wide range of graphs and reports illustrating the software's capabilities. To get started with Fund Manager, you can visit the download page and try out a fully functional trial version to see how it meets your investment needs. Comprehensive tutorials are available, including a quick-start guide aimed at helping new users efficiently navigate the software's features. After evaluating its offerings, you have the option to purchase a licensed version for ongoing use. The software excels in maintaining a thorough transaction history for an unlimited number of investments and portfolios. You can keep track of a wide variety of assets, such as stocks, mutual funds, options, bonds, cash, and more. Furthermore, it allows users to monitor their investment activities, including purchases, redemptions, distributions, transfers, and intricate transactions such as splits, re-combinations, mergers, and spin-offs, supporting both long and short investment positions. This all-encompassing approach guarantees that users have the tools they need to manage every facet of their portfolios effectively while adapting to the evolving landscape of investment management.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$129 per license
Free Trial Offered?

Supported Platforms

Android
Windows

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Optimum Financial Solutions

Company Location

India

Company Website

optimumfintech.com

Company Facts

Organization Name

Beiley Software

Date Founded

1993

Company Location

United States

Company Website

www.fundmanagersoftware.com

Categories and Features

Investment Management

Client Management
Performance Metrics

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
For Investment Advisors
For Traders
Technical Analysis
Wash Sale Detection

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