OptiPlan, an integrated financial planning software (Financial Planning + Mutual Fund + CRM + Wealth Management), is a desktop application, which will provide a one stop solution from lead management to financial planning and portfolio management.
It is a completely personalized application, which will help you to perform broad range of financial planning tasks, including retirement, insurance, Real estate and tax planning.
To Register, Please Email on: contact@optimumfintech.com or call on 8655844770/9820532067.
Optiplan Demo in Mumbai on 17th April, 2013 at Dadar from 5.30pm
Registration on first come first serve basis.
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