Become A Partner
As we expand our global footprint, we empower our partners with the insights and tools needed to unlock new market segments and geographies, while strengthening our presence in existing ones. Our partnership programme is designed to drive mutual growth, enabling firms to deliver trusted regulatory technology solutions with confidence and scale.
Partner Types
Referral Partner
Introduce Funds-Axis to fund managers, administrators, and financial institutions, while earning commission for every successful referral.
Sales Partner
Collaborate with us throughout the sales journey, from go-to-market planning and pre-sales support to marketing campaigns and deal closure.
Implementation Partner
Support seamless client rollouts with your domain expertise. Bring your consulting, integration, and project management skills to deliver successful deployments.
Partner Benefits
| Benefits | Details | Referral Partner | Sales Partner | Implementation Partner |
|---|---|---|---|---|
| SALES | ||||
| Partner Learning Center & Certifications | Product Training & Certification | |||
| Technical Pre sales support | Support for RFPs and RFIs, Product Demo | |||
| Joint Sales Planning | Quarterly Sales Planning and Weekly Status Updates | |||
| Partner Portal | Access to Funds-Axis Partner Portal | |||
| Demo Licenses | Product Demo Licenses for Partner | |||
| Partner Commissions – Upfront | Commission on Sales Closure | |||
| Partner Commissions – Trail | Annual Commission for continued business | |||
| Sales Manager | Funds-Axis Regional Sales Manager | |||
| MARKETING | ||||
| Sales Toolkit | Product & Corporate Brochures, Presentations, Case Studies, White Papers, Battle cards, etc. | |||
| Lead Generation Support | Email Campaign, Market & Database Research, Web-leads, etc. | |||
| Marketing Support | Support in creating Product/ Technology specific documents or collaterals | |||
| Public Relations | PR initiatives in leading News Publications | |||
| Joint Case Studies | Create Case Studies for Joint Projects | |||
| Joint Marketing Events | Events, Conferences, Webinars and Forums, Knowledge Sessions and Briefing | |||
| Website Collaboration | Partner information on Funds-Axis Website | |||
| Funds-Axis Logo Usage | Usage of Funds-Axis logo in Partner’s Marketing Collaterals | |||
| SUPPORT (POST IMPLEMENTATION) | ||||
| Product | Support on Product related updates and usage | |||
| Technical | Support on Technical fixes and issues | |||
Partner Requirements
| Requirements | Details | Referral Partner | Sales Partner | Implementation Partner |
|---|---|---|---|---|
| ORGANISATION | ||||
| Partner Subscription | Enrollment to Funds-Axis Partner Network Program | |||
| Trained Technical Resources | Availability of technical resources on Funds-Axis Technology | |||
| Domain Expertise | Domain knowledge of Asset and Fund Management | |||
| Funds-Axis Product Certification | Assigned resources to be Funds-Axis Product Certified | |||
| Nominated Technical Contacts | Technical Point of Contact for Funds-Axis to be made available | |||
| Office Set Up | Partner office in target geography, available for Funds-Axis | |||
| Logistic Support | Travel and Visa support for Funds-Axis | |||
| Website Collaboration | Funds-Axis information on Partner Websites | |||
| Nominated Business Contact | Business Point of Contact for Funds-Axis to be made available | |||
| SALES | ||||
| Account / Sales Manager | Partner to assign a Account / Sales Manager | |||
| Revenue Targets | Sales Targets and Commitments | |||
| Revenue Reporting & Forecast | Quarterly Revenue Forecasting and Weekly Status Updates | |||
Let’s Partner Up
We’re here to help and support your business every step of the way! Whether you have questions about our solutions, need more detailed information, or would like to discuss how Funds-Axis can support your business, feel free to contact us.
Simply fill out the form opposite, and our dedicated team will get back to you as soon as possible to address your needs and provide the support you’re looking for.
We look forward to hearing from you and exploring how we can support your business goals. Our team is ready to assist with all your investment compliance, risk, and regulatory reporting needs.