Publisher

Manager Onboarding 5

• Pre-Onboarding Process
• Onboarding Flow
• Onboarding Process
• Post Onboarding
• Onboarding FAQs

Managing your smallcase Portfolio 5

• How to create and manage smallcases?
• What are the different smallcase states?
• How to rebalance a smallcase?
• How to upload research reports?
• How to change a weighted smallcase to no-weight smallcase?

Platform Basics 5

• Understanding the users tab
• What are the different subscription plans?
• smallcase subscription stages
• Manager Listing & Best Practices
• Corp Actions Handling for a smallcase

RA (Research Analyst) Module 1

• Understanding the user subscription journey

RIA (Registered Investment Adviser) Module 1

• Understanding the user subscription journey

Payments Setup 2

• Payments Workflow
• Decoding Ledger

Managing User Payments 4

• User Invoice Process
• Refund Process
• E-Mandate cancellation
• How to unsubscribe users?

Enabling Offers 1

• How to create & manage offers?

Enhancing Digital Reach 1

• How to embed Google Tag Manager?

Referrers 4

• Guide for referrer onboarding
• Understanding referrer attribution
• Managing RMs on the platform
• How can RMs use the Share platform?

Tracking Performance Reports 2

• Reports Overview
• Types of Reports

Platform Regulations 3

• Manager Declaration FAQs
• SEBI SCORES Process - Guide
• Measures

Compliance Flow for User Subscriptions 5

• smallcase Publisher & NDML Integration overview
• Onboarding with NDML & Enabling KYC check from Publisher Profile
• KYC Check & Documents Download Workflow
• Investor Charter and Complaints Data
• Adding SAC Code to User Invoices

Policy Announcements 5

• No-Weight smallcases
• Order Error Rate
• smallcases - Naming Guidelines
• Minimum Subscription Pricing
• Listing smallcases on smallcase app and website

Newsletter 3

• FY 2023-2024
• FY 2022-2023
• FY 2021-2022

Feature Updates 19

• Holdings Distribution & smallcase Categorisation
• FAQs on the User Consent Implementation
• Preventing subscriptions under two different fees structure
• Verifying Identity of a User
• Improvement to smallcase rebalance algorithm

See all 19 articles

Referrer Onboarding 0

smallcase Share Platform 0