Get your queries cleared. Frequently asked questions about the company and the products
We strive to maintain a high level of protection for all data resources. Running on enterprise-grade infrastructure, our cloud solutions enable us to implement security measures at a greater scale. Feel free to reach us out at email@example.com in case of any further clarifications on the same.
For iQ+, the registered users can view the pricing options by clicking on the “subscribe” button. For on+ and other E-services, pricing depends on the customisations done for each organisation.
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The institutional, strategy and personnel data on the platform is collected directly from the fund institutions. The data collected is then standardised, using our templates and algorithms, before being published on the platform.
If data is collected from secondary web sources, it is validated with the fund institution, before being published on the platform.
For all technical support on the platform, kindly reach out to us at firstname.lastname@example.org
Yes, all the users in the platform have a personalised dashboard.
With the Fintuple Pro account you get access to
Strategy vs. Strategy Comparisons
Download Factsheets and Other Documents
Yes, once you register, you will be able to view the other institutions’ details which include institutions’ snapshot, contact info, fund performance, etc.
You will also be able to view AMC generated PDF factsheets and other documents - Marketing Materials, Policies, Disclaimers, Disclosures, Videos and Podcasts, etc. shared by the AMCs.
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Yes, there is a Growth Calculator tool available on the platform, in the Snapshot section of all Strategies. This is used for determining an annual growth rate on an investment where value typically has fluctuated widely from one period to the next. This tool can be accessed by subscribed users.
You will be able to bookmark and follow individual strategies, institutions and professionals.
Range of AMCs from Large to Boutique, IFA Institutions, Single and Multiple Family Offices, Financial Research organisations, Wealth Institution, and Institutional Investors.
No, you do not need a subscription, you just need to be a registered user on the platform, to view the list of professional in our network.
As of now, we have Portfolio Management Services (PMS) Strategies on the platform. We are in the process of onboarding other strategies such as, Alternate Investment Funds (AIFs), Real Estate funds, Private Equity Funds, etc., to the platform shortly.
Currently, there are PMS Factsheets and other documents shared by AMCs on the FS platform. At a later stage, we will be adding Factsheets and Other Documents of other products like AIFs, MFs, etc.
Subscribed users can download AMC Generated Factsheets, Fintuple Standardised Factsheets and Other Documents shared by the AMCs.
If you are dealing with PMS or AIF as a product, on+ has a direct relevance for you to automate your workflow.
Yes, on+ is a fully integrated solution which integrates with your custodian. It comes as a plug and play solution with your custodian or a fully customisable solution which is deployed for you
All the data on on+ is hosted on a secure VPC on AWS in a private docket, and stored in bank-grade encrypted form. Since we go through annual audits both on process and security, we take the highest care to ensure that the data stays masked and encrypted.
Yes, on+ would be white labelled for a customised deployment
For years, PMS and AIF onboarding has been manual. on+ is the first of its kind for AMCs which enables onboarding of investors digitally. Through on+, your distributor partners can login and create a customised journey for their investors. Tracking analytics around your business and revenue attribution around this becomes data driven through our platform.
As a wealth manager RM, more than 60% of your time goes in manual processes and form filling. Through the premium version of on+, you can have a fully digital experience for both your investors and seamlessly connect with the AMC of choice. This ensures ease of onboarding , post which translating into revenue attribution and portfolio reporting.
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We have built the modules of on+ keeping in mind the compliance requirements of SEBI and other legal requirements in mind. Any changes in the compliance will be immediately reflected in the deployment of the product.
Our E-sign module is used by our clients for digital onboarding of their partners and clients. Any empanelment agreement and workflow has been designed using our E-services module. This helps in easy record keeping and signing for later use. If your business, has a touchpoint around taking a signature, our E-services module has a direct relevance for you
Banks and Wealth managers use our Video KYC services to ensure compliant investor onboarding. Be it for opening a new ISA account, or a new bank account, our product suite has an impact on a smooth journey for you.