Partner Types

Referral Partner

A Referral Partner will introduce Funds-Axis to Fund Administrators, Fund Managers and other Financial Institutions.

Sales Partner

A Sales Partner works alongside Funds-Axis throughout the entire Sales Process, including devising Go-to-Market Strategy, Marketing Events & Campaigns, Pre-Sales Activity, to the final Sales Closure.

Implementation Partner

An Implementation Partner brings industry experience and contacts, implementation and consulting capabilities, and solution expertise that are needed for successful implementation of the software at our mutual customers.

Partner Benefits



Partner Learning Center & CertificationsProduct Training & Certificationblue-tickblue-tickblue-tick
Technical Pre sales supportSupport for RFPs and RFIs, Product Demoblue-tickblue-tick
Joint Sales PlanningQuarterly Sales Planning and Weekly Status Updatesblue-tick
Partner PortalAccess to Funds-Axis Partner Portalblue-tickblue-tick
Demo LicensesProduct Demo Licenses for Partnerblue-tickblue-tick
Partner Commissions – UpfrontCommission on Sales Closureblue-tickblue-tick
Partner Commissions – TrailAnnual Commission for continued businessblue-tick
Sales ManagerFunds-Axis Regional Sales Managerblue-tickblue-tickblue-tick


Sales Toolkit Product & Corporate Brochures, Presentations, Case Studies, White Papers, Battle cards,
Lead Generation SupportEmail Campaign, Market & Database Research, Web-leads,
Marketing SupportSupport in creating Product/ Technology specific documents or collateralsblue-tick
Public RelationsPR initiatives in leading News Publicationsblue-tick
Joint Case StudiesCreate Case Studies for Joint Projectsblue-tickblue-tick
Joint Marketing EventsEvents, Conferences, Webinars and Forums, Knowledge Sessions and Briefingblue-tick
Website CollaborationPartner information on Funds-Axis Websiteblue-tickblue-tick
Funds-Axis Logo UsageUsage of Funds-Axis logo in Partner’s Marketing Collateralsblue-tickblue-tick


ProductSupport on Product related updates and usageblue-tick
TechnicalSupport on Technical fixes and issuesblue-tick

Partner Requirements



Partner SubscriptionEnrollment to Funds-Axis Partner Network Programblue-tickblue-tickblue-tick
Trained Technical ResourcesAvailability of technical resources on Funds-Axis Technologyblue-tick
Domain ExpertiseDomain knowledge of Asset and Fund Managementblue-tickblue-tick
Funds-Axis Product CertificationAssigned resources to be Funds-Axis Product Certifiedblue-tickblue-tick
Nominated Technical ContactsTechnical Point of Contact for Funds-Axis to be made availableblue-tick
Office Set UpPartner office in target geography, available for Funds-Axisblue-tickblue-tick
Logistic SupportTravel and Visa support for Funds-Axisblue-tickblue-tick
Website CollaborationFunds-Axis information on Partner Websitesblue-tickblue-tick
Nominated Business ContactBusiness Point of Contact for Funds-Axis to be made availableblue-tickblue-tick


Account / Sales ManagerPartner to assign a Account / Sales Managerblue-tickblue-tick
Revenue TargetsSales Targets and Commitmentsblue-tick
Revenue Reporting & ForecastQuarterly Revenue Forecasting and Weekly Status Updatesblue-tick

Discuss Partnerships

For more information on our partners network, please complete the form below. A member of our team will contact you as soon as possible.

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