Authorized Partner Onboarding Solution
Seamlessly onboard partners with SEBI-compliant procedures, including email and OTP validation. It supports various entity types, thorough checks, and journey tracking to ensure compliance and efficiency. With advanced features like client activation tracking and revenue monitoring, our platform empowers partners for success.
Explore Our Services
Explore Our Comprehensive Suite of Digital Solutions Designed to Streamline Operations, Enhance Customer Experiences, and Drive Growth for enterprises.
Authorized Partner Onboarding
Facilitate partner onboarding with options for self-onboarding, comprehensive support for various entity types, and rigorous checks and journey tracking.
Authorized Partner Portal
Enhance partner engagement with our intuitive portal, facilitating assisted onboarding, tracking, and reporting. Here are the features
Affiliate Onboarding
Enhance partner engagement with our intuitive portal, facilitating assisted onboarding, tracking, and reporting. Here are the featuresAuthorized Partner Onboarding
Facilitate partner onboarding with options for self-onboarding, comprehensive support for various entity types, and rigorous checks and journey tracking.
- SEBI-compliant procedures
- Email and OTP self-onboarding option
- Support for Individual, Corporate & LLP
- PAN, CKYC, and Digilocker checks
- Bank validation via penny drop
- Journey tracking and stage-wise rejection
- Pre-generated agreements and digital signatures
- Streamline partner approvals and track the overall journey effectively for enhanced efficiency.
- View partner-entered info and rejection functionality
- Create general/partner specific schemes
- Agreement view and approvals
- Exchange approvals marking (manual)
- Overall journey tracking and MIS
Authorized Partner Portal
Enhance partner engagement with our intuitive portal, facilitating assisted onboarding, tracking, and reporting. Here are the features
- Short URL Creation
- Onboarding via assisted mode
- Track Onboarding and Rejection Reports
- Track client activation and revenue
- Monitor overall revenue by scheme
- Identify top revenue-generating clients
- Track inactive/active clients
Affiliate Onboarding
We simplify the process of registering affiliates. Eliminating paperwork and delays, our platform ensures smooth onboarding for everyone.
- Email and OTP self-onboarding option
- Support for Individual, Corporate & LLP
- PAN, CKYC, and digilocker checks
- Bank validation via penny drop
- Journey tracking and approval/rejection flow