How we serve Asset Management Companies

One solution for improved customer service and ease of operation for the AMCs

  • Automated, AI-based, digital onboarding solution for new investments

  • Represent your funds along with your competitors as iQ widgets

  • Standardised representation of strategy data and portfolio managers’ profile for investors and distributors

  • Generate and disseminate fund-level factsheets, marketing collaterals, etc.

  • Insights about clients, business, and analysis about fees & performance 

  • Unified interface for customer information, history, documents & transactions

How we serve Distributors

Comprehensive information on the PMS & AIF industry

  • Understanding the funds’ performance with in-depth fund level data, and portfolio manager’s investment philosophy

  • Compare funds' performance and other characteristics

  • Downloadable, monthly factsheet for every strategy on the platform

  • Stay up-to-date on the current market trends and the latest developments with articles, reports and blogs on the Capital Markets in India

  • Single click empanelment and transactions of all alternate investments 

How we serve Custodians

Seamless, integrated  onboarding process that removes the friction for the partners and clients  

  • Comprehensive & completely paperless onboarding of your investors

  • Compliance audit and history for ease of use  

  • Fully-integrated and centralised solution that works with your AMCs   

  • Fully compliant from regulatory and legal perspective  

  • Customisable rules & workflow engines  

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