Our Offerings
ERP System
Modern ERP to automate your finance, HR, operations, and compliance — modular, scalable, and white-labeled.
Explore ERP SuiteSEBI Tools
Digital infrastructure tailored for RAs, RIAs, and PMS — rationale logs, audit trails, document vaults, and dynamic scoring.
View SEBI Compliance ToolsAPI Integrations
Enable WhatsApp messaging, Aadhaar eSign, PAN verification, billing automation & more with secure plug-and-play APIs.
Browse API Add-OnsPowerful digital building blocks tailored for SEBI Professionals and Growing Enterprises. Scalable. Compliant. Beautifully Integrated.
ERP for Mid-Sized Companies
Streamline finance, HR, inventory, and invoicing with our modular ERP that grows with your organization. Automate repetitive tasks, reduce errors, and make data-driven decisions in real-time.
SEBI-Compliant Advisory System
Empower RAs, RIAs, and PMS with tools like rationale tracking, automated subscription engines, secure document vaults, and KYC integration. We make regulatory alignment effortless.
Automation & Smart Workflow
From order-to-invoice cycles to delivery tracking and invoice generation—our automation flows handle it with intelligence. Includes Auto Pick/Ship Confirm, stock transfer, and PDF tax invoice creation.
Add-On APIs
Aadhaar eSign, WhatsApp API, PAN Verification, Dynamic Score Dashboards—securely embedded to improve onboarding, communication, and audit-readiness.
White-Label Solution
Offer your clients a branded platform powered by OptumFlex. Multi-tenant support, custom domains, and modular control panels to grow your own ecosystem.
Sales & Marketing Accelerator
Dedicated sales team onboarding for your clients. We promote your platform via ads, outreach, and SEO—so your SEBI brand builds while you focus on service.
Imagination Engineered. Execution Delivered.
At OptumFlex, we say: “You start dreaming” — we’ll transform that vision into an intelligent, compliant, future-ready system.
- Design thinking aligned with your business model
- Compliance-ready frameworks that evolve with SEBI mandates
- ERP + SEBI tools that integrate seamlessly into your process
- Live dashboards, alerts, and AI-driven insights
Let’s build together — smarter, faster, and bolder.
Start Your JourneyNot Sure Where to Start?
Let our experts recommend the right combination of ERP, SEBI tools, and APIs for your workflow.
Talk to Our Team