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

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 

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