• +91 8976917026
  • facilon.services@facilonservices.com
  • Facilon Services Private Ltd. A102, Golden Square CHS, Kalina, Santacruz (E), Vidya Nagari, Mumbai - 400098, India.
  • Get in touch
image
  • About Us
  • Our Team
  • Markets
    • India
      • FAQ
        • NRI / OCI / PIO
      • Products
        • Trading - Listed Equities
        • Equity Derivatives
        • PMS
        • Custody
        • PIS Account
  • Our Expertise
  • Solutions
    • Investor
    • Investment Advisor
    • Service Provider
  • -->
  • Contact Us
Launching Soon !

Facilon Onboard | Digital Onboarding Platform for Brokers, Custodians, Portfolio Managers & Banks

Facilon Onboard is a secure, digital onboarding solution tailored for service providers including custodians, brokers, portfolio managers & banks. It enhances transparency by offering clients real-time visibility into onboarding, status updates and communication logs — all within a centralized platform.

FAQs CONTACT US

Investor-initiated Updates

Enable investors to update KYC documents and personal information directly through the Facilon Status portal.

Secure Digital Storage

Maintain client documentation — including scanned forms, ID proofs and account details — on a secure, cloud-based platform compliant with data protection norms.

Auto-Filled Documentation

Reduce manual errors with automated generation of execution-ready forms based on investor-submitted data — improving accuracy and turnaround times.

Tailored Setup for Each Service Provider

Facilon customizes onboarding workflows to match Service Providers product-specific documentation needs. Setup includes branded templates and structured checklists.

Always-Updating Status Portal

Maintain a live status dashboard with built-in alerts for expiring documents, pending actions and KYC requirements.

Scalable Architecture

Currently focused on individuals, Facilon Onboard is built to scale across family offices, corporates, and institutional fund clients in future releases.

Real-Time Communication & Transparency

Bridge the gap between service providers and investors — share onboarding status, trigger updates and manage compliance collaboratively in real-time.

  • About Us
  • Our Team
  • Markets
  • Our Expertise
  • Solutions
  • Contact Us
  • Terms of use
  • Privacy Policy
  • Follow us

© Copyright 2025 Facilon | Designed By Matrix Bricks. All Rights Reserved