Empowering India’s Financial Growth with Tech
ERP Systems. SEBI-Compliant Tools. Integrated APIs.
All in one secure, scalable digital infrastructure.
Strategic Tech Offerings for India’s Financial Ecosystem
Built for SEBI-registered advisors, portfolio managers, and mid-sized enterprises.
White Label Platform
Launch custom-branded portals with prebuilt modules for research reporting, compliance tracking, and client interaction.
Enterprise ERP Suite
Fully scalable ERP solution tailored for growing SMEs — HR, finance, stock, billing, and operations in one adaptive core.
Enterprise ERP Built for India’s Mid-Market
Our modular ERP system powers operations for small to mid-size enterprises—seamlessly blending finance, HR, inventory, compliance, and growth intelligence.
- ✅ Finance, Billing, and GST-ready Invoicing
- ✅ Employee & Payroll Management
- ✅ Stock, Procurement & Inventory Workflows
- ✅ Sales Orders to Delivery with Auto Docs
- ✅ Role-based Access + Mobile Interface
Compliance Meets Automation
Solutions designed specifically for SEBI-registered professionals — delivering trust, transparency, and technology under one roof.
- 📄 White-Labeled Client Portals
- 🧾 Rationale Logs & Digital Audit Trail
- 🔁 Subscription Engine with Compliance Triggers
- 🔐 KYC, PAN, and Aadhaar eSign APIs
- 💬 WhatsApp & Email Automation Built-In
Smart Add-On APIs to Maximize Workflow Efficiency
Integrate communication, compliance, and data security tools effortlessly.
WhatsApp Business API
Engage clients with compliant message templates, alerts, and confirmations.
Aadhaar eSign & eKYC
Seamless onboarding and identity verification through verified APIs.
Secure Document Vault
Archive, encrypt, and retrieve all critical investor documents on demand.
Why We Exist
Technology should be more than software — it should be your growth engine.
Our Core Beliefs:
- 🔍 Every business deserves clarity — data should drive every decision.
- 🤝 Simplicity, security, and speed aren’t optional — they’re essential.
- 📈 Platforms should scale with you, not slow you down.
- 💡 Customization must align with real business logic.
- ⚙️ Automation should free your time, not complicate your day.
At OptumFlex, we transform your workflow into well-oiled automation. Let’s unlock your potential — together.
Let’s Turn Ambitions Into Action
From research analysts to thriving enterprises — OptumFlex builds scalable digital ecosystems tailored to your vision.
Schedule Your Demo