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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

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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

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