The Financial Advisory Services in large banks and financial institutions enjoy enterprise grade systems to support their businesses. These systems are centrally managed and gives them a single system to hold together the entire Client information, Portfolios and increasingly, Financial Planning information.

Online technology and accessibility have now made it possible for almost any Financial Advisor 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 Enterprise Resource Planning (ERP) solution for the financial advisors. It is built from years of overseas experience and customised for the Indian market.

OptiMixNet is a web-based Solution that increases your productivity and lets you service more investors in lesser time.

• It centralises data input and provides an exceptional array of Portfolio Management and Financial Planning tools, which enables you to focus on what really matters - increased investor satisfaction and higher productivity for self.
• It assists vou at every step in the Financial Planning Process. The system is designed to capture complete profiles of your investors so you can easily formulate appropriate financial plans for them.
• It is power-packed with four in-built robust modules - Client Relationship Management, Financial Planning, Model Portfolio, DBOS.
• Log-in access to your investors, so he can track his investments on a mark to market basis.