Discover Fundtec's Insights- Pillars of our commitment to excellence .
Insight
Engagement Model
Resource as a service
Process as a Services
Our Approach
How it works?
Sales Call
Consult with our Sales team to place your exact needs and pain points to decide suitability . If we seem suitable, we’ll send you an agreement to sign and you’ll be assigned a Line Manager.
Discovery Call
Here you'll meet with your Line Manager to deep dive into your requirements to ensure we match you with the suited resource.
Resource Placement & Mapping
Now your Line manager will meet with the Placement Team to discuss, vet and select top candidates who will be best suited with your requirement. If resources are available then they will mapped for your process else Line Manager will interview and select the best candidate from our talent pipeline for you.
Kick-off Call
You, your Line Manager, and your resource will have a kick-off call; finally the official start to your strategic partnership. This call will be meant to meet your resource, outline initial objectives, discuss governance, and set yourselves up for success.
Onboarding & Implementation
Your Line Manager stays close and completely involved in the first few weeks to provide high-touch relational service to guide you through our value added and proven onboarding & implementation process.
Nurturing & Monitoring
You will have periodic check-ins from your Line Manager to support both you and your resource throughout your strategic partnership.

Our Approach
How it works?
Choosing to switch to a new fund administrator can bring up worries about interruptions, security, and extra expenses. Fundtec alleviates these worries with our distinctive Proof of Concept program, providing qualified existing funds the chance to thoroughly test Fundtec services with minimal risk and substantial benefits
Proof Of Concept
- 01
- 02
- 03
- 04
Free of cost
No obligation
No cancellation charge
Extensive support
Your data is secured and managed with excellence at Fundtec
At Fundtec, we uphold the highest standards in information security and quality management for our services
Secured Environment
On-Site Operations
Secured propreity portal for data transfer
Resource as a service



