API Integrations & Workflow Add-Ons
Plug in powerful APIs to automate onboarding, boost communication, and simplify compliance workflows.
📞 WhatsApp API
For alerts, documents & KYC support
→ Broadcasts & templates
→ Auto-response hooks
→ CRM + user trigger sync
📝 Aadhaar eSign
Instant document signing via Aadhaar OTP
→ No paper, no delay
→ API & portal based
→ Legally binding & secure
🔍 PAN Verification
Validate investor identities before onboarding
→ NSDL-authorized PAN check
→ Real-time result + alerts
→ Auto reject/accept flows
How Workflow APIs Supercharge Your Financial Advisory Business
From automation to compliance and client engagement — discover how each API in our ecosystem adds measurable value to your operations.
📞 WhatsApp Messaging API
Engage clients instantly with transactional alerts, investment reports, onboarding steps, and renewal reminders. Reduce manual communication efforts by over 60% while improving open rates with trusted green tick verified accounts.
📝 Aadhaar eSign
Sign documents like investment agreements, disclosures, and onboarding forms digitally with Aadhaar OTP. No courier delays. No paper filing. Full legal compliance under the IT Act and SEBI guidelines on digital acceptance.
🔍 PAN Verification API
Validate PAN in real time using NSDL-backed APIs. Detect mismatches instantly before allowing advisory access. Prevents fraud and ensures proper client KYC without manual error.
📊 Smart Notification Engine
Trigger automatic WhatsApp, email, or SMS updates when invoices are generated, subscriptions are due, or documents are uploaded. Set conditional workflows to save time and ensure no client is missed.
📦 Plug-and-Play Integration
No dev team required. Every API is pre-integrated into your OptumFlex portal — just toggle to activate. Save months of IT time and thousands in backend development costs.
🔁 Auto Billing & Subscription APIs
Generate tax-compliant invoices, manage pro-rata upgrades, and track renewal triggers automatically. Reduce billing support workload by 80% and maintain SEBI-friendly audit logs.
📥 Dynamic Scorecards + Feedback Loops
Use API-backed logic to update user performance dashboards, capture NPS scores, or generate score-driven alerts. Improve transparency and make data actionable across clients.
⚡ Business Impact
- ✅ Reduce manual work by 70% across operations
- ✅ Increase onboarding speed by up to 3X
- ✅ Slash document turnaround time from days to minutes
- ✅ Strengthen SEBI and IT compliance footprint with digital trails