Pricing for White-Label Advisory Software
OptumFlex pricing is shaped around your advisory workflow scope, client volume, integrations, onboarding needs and white-label configuration. Start with the operating layer you need now and scale into deeper workflow automation as your business grows.
Analyst Launch
For Research Analyst teams starting with branded client onboarding and communication workflows.
- Client onboarding workflow
- Basic client portal access
- Document and payment status tracking
- Communication workflow setup
Adviser Pro
For advisory firms that need deeper client lifecycle management, reporting and audit-friendly visibility.
- PAN, KRA and eSign workflow support
- White-label client portal
- WhatsApp workflow configuration
- Audit trail and reporting support
Platform Scale
For larger advisory operations that need custom workflows, integrations and multi-team controls.
- Advanced workflow configuration
- Connected operational integrations
- Role-aware staff workflows
- Priority implementation support
Built around real workflow scope, not generic feature lists
Final pricing depends on brand setup, modules selected, onboarding depth, communication volume, payment workflow, integrations, support model and implementation complexity. We keep the conversation practical: your business type, current process, client volume and the operational gaps you want to fix.
Get a pricing proposal that fits your advisory business.
Tell us whether you are an RA, IA or financial-service team and which workflows matter most.
Request Pricing