For years Financial Advisors in the large banks and financial institutions have enjoyed enterprise grade systems to support their businesses. These systems were centrally managed and gave Advisors a single system to hold all the Client information, Portfolios and increasingly, Financial Planning information.

Online technology and accessibility have now made it possible for almost any Distributors to create similar systems that support their needs. However, they are expensive to develop and require skills generally not core to the Financial Advice business.

Introducing OptiMixNet - a revolutionary web-based Distributor and Financial Advisor platform, built from years of overseas experience and customised for the Indian market.

OptiMixNet provides an ever-growing list of features, including:

•  CRM for clients and prospects, alerts and reminders and a document library
•  Portfolio tracking of Mutual Funds, Equities, Fixed Income and Insurance products.
•  Financial Planning and Statement of Advice generation
•  Online Applications for select investments
•  Model Portfolios allow your Advisors to choose from pre-packaged baskets of products inline with your investment philosophy
•  Back Office System for commissions calculation (upfront and trail) and reconciliation
•  Complete MIS - see how profitable your branch office is, which advisor is selling the most of Scheme X
•  Up to the minute Market News and delayed stock tickers from Crisil Marketwire

The system is hosted in TATA's dedicated secure facility, monitored 24x7 by WIPRO. Security and availability has been central to the design of the infrastructure and your business can depend on having access to your data whenever and wherever you need. Your data is encrypted, and backed up off site every day, and you can take all your information off if you need. Access uses bank-strength encryption and an RSA Token with a password that changes every 60 seconds provides two factor authentication.

As OptiMixNet is centrally hosted, all your Advisors benefit from the latest updates without installing anything on their computers. Further, any changes made by one advisor would be immediately visible to the next Advisor on the other side of the country.