OptumFlex provides SEBI-aligned software for Research Analysts and Investment Advisers, bringing client onboarding, service delivery, payments, renewals and records into one platform. Designed for advisory and research businesses, it supports a white-label experience on the firm’s own domain, with its branding, documents and communication channels. Tools include a CRM, client and team management, coupons, watchlists, and onboarding workflows for identity checks, agreements and payments.

Research teams can publish recommendations, manage model portfolios and rebalance holdings, and sell research reports on request through a tracked delivery queue. The platform also supports online courses with quizzes, drip content and certificates, as well as live or recorded webinars. Communications and service access can be linked to client plans, with delivery records, updates and automatic access closure when a plan ends.

OptumFlex offers subscription and transaction-based pricing across its services, with a stated base platform price of ₹499 per month. Its stated focus is helping firms attract, convert, serve and retain clients while maintaining organized, exportable records