OptiWealth Completed Wealth Management Platform for financial advisor’s. Online Portfolio Login for Clients to View Entire Portfolio Across all Asset Classes with option for Client to enter assets bought through other advisors/brokers/banks etc hence providing single login for clients to view their complete networth.
Import Data Feeds from CAMS,Karvy,Sundaram, Franklin
To Know more please visit: optiwealth.optimumfintech.com
