Industry's most simplified, economical and innovative solution is here. Optimoney is our new product.
Optimoney
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Industry's
Solution for MFDs
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Industry's
Industry's most simplified, economical, and innovative solution is here. Optimoney is our new product. It is industry's first business solution that offers subscription on monthly mode. You do not need to pay in advance for the entire year.
The Cloud Advantage Access Anytime, Anywhere
Transact Online across all mf schemes
Business data in one place from CAMS, KFintech & Franklin R&T
Client's Portfolio & Reports at Family Level
Login for you as well as your Clients on the App & Website
No Capping on Clients & Transactions
Optimoney
One Single Platform
Manage your entire mutual fund business from one place. Check Client Portfolio, Send Reports, on-board clients, Transact Online & more.
Get Demo- Your business data from all R&T
- Access Anytime, Anywhere
- Client Onboarding and management
- Business essential reports
- Family Level Login & Portfolio reports
- Online Transactions
- Wealth Calculators
- Your self branding in the platform
Optimoney
Optimoney Mobile App
Power in your pocket. Optimoney App for you and your clients. Get the Anytime, Anywhere On The Go experience.
Get Demo- Login for you & your clients
- Family Level Portfolio
- Transact from the App
- Explore Funds & Digital Factsheet
- Wealth Calculators
- Essential Reports
- Secured PIN & Biometric Login
Optimoney
Online Transactions across all MF schemes
Online Transactions are integrated with BSE StAR MF platform, which enables transactions from the Optimoney portal and Optimoney Mobile App without needing to login to BSE's platform.
Talk to a Specialist- Purchase
- SIP
- Redeem
- Switch
- STP
- SWP
