A. OptiMixNet is a web-based platform for Distributors and Financial Advisors that centralises data input and providing robust Portfolio and Financial Planning tools. By simplifying such tasks, more time is freed to spend on what matters most - servicing clients.
A. Once you are empanelled as an OptiMix distributor, you may optionally sign our "Right to Use" agreement which gives you access to the website, and includes certification.
A. You do! It's your data, and you can store it on OptiMixNet or remove it as you please. The "Right to Use" agreement which we sign includes provisions which prohibit anyone from accessing your information unless you authorise it in writing.
financial advisors
