End-to-End Program Management
Plan, execute, and track investor awareness events seamlessly.
Governed & Controlled Workflows
Built-in admin approvals for agencies and event operations.
Digital, Hybrid & Offline Delivery
Run programs via QR attendance or auto-record (online/offline).
Why Choose Finaware?
Seamless Ecosystem Integration
Connect with existing L&D teams, trainers, and channel partners.
Compliance & Audit-Ready Reports
Simplified reporting with instant, geo-tagged audit packages and proof logs.
It empowers organizations to effortlessly manage both online and offline Investor Awareness Programs from execution and tracking
to optimization, all while ensuring complete regulatory compliance.
Feedback & Instant Certification
Collect real-time feedback and issue digital participation certificates instantly.
Unlock the Finaware Advantage
Reach Multiplied
Digital delivery ensures greater coverage and higher participant engagement.
Performance Tracking & Insights
Get deep insights into program effectiveness with measurable KPIs.
Optimized ROI
Better resource allocation and impact measurement for improved returns.
Higher Engagement, Better Conversions
Defined learning paths keep investors engaged beyond the program.
Comprehensive Compliance & Audit
Ensures data security, regulatory compliance, and transparency.
Enhance Your IAPs with Finlabs Learning Hub
Leverage Finlabs Learning Hub, our content curation service, to access a ready-to-use library of investor education materials. Customize and deploy high-impact content for maximum awareness and engagement.
FAQs
How can Finaware help my organization manage IAPs?
Finaware simplifies the entire lifecycle of IAP management i.e. from scheduling sessions, uploading attendance sheets, tracking expenses, monitoring trainer performance, ensuring compliance. It gives your team an end-to-end dashboard to stay organized and audit-ready.
How does Finaware manage user access and permissions across different roles?
Finaware uses a role-based access system to ensure that every user sees and performs only what is relevant to their role.
Admins get full control to manage users, programs, compliance data, and reports.
Training agencies can plan sessions, assign trainers, and monitor execution progress.
Trainers can handle on-ground activities like attendance marking, photo uploads, and session closure.
Is the platform safe and secure?
Definitely. Finaware uses encrypted storage and industry-standard security measures to ensure all your IAP data remains confidential and protected.
Can Finaware be customized as per our organization’s workflow?
Yes, Finaware offers customizable modules, report formats, access levels, and fields to align with your internal processes.
Is Finaware compliant with SEBI guidelines for IAPs?
Yes. Finaware is built with SEBI IAP requirements embedded into the workflow. Mandatory fields, approvals, document uploads, and audit-ready reports ensure compliance at every stage of the program lifecycle.
Can participants register themselves for IAP events?
Yes. Participants can self-register using a registration link or QR code, making the process simple and scalable. Admins can also add participants manually or via bulk upload for closed events.
How easy is it for AMC teams to start using Finaware?
Finaware is intuitive, user-friendly, and quick to onboard. Training and walkthrough support are provided to ensure a smooth transition.
What makes Finaware different from traditional IAP tracking methods?
Unlike spreadsheets or manual processes, Finaware offers centralized control, real-time visibility and built-in compliance, making IAP management smarter and future-ready. The AI-driven insights are the upcoming feature in the Finaware which will be introduced soon.
Can we get a demo of Finaware?
Yes. AMCs can request a personalized demo to see how Finaware fits into their IAP ecosystem and compliance needs by clicking on the
👉 Request a Demo option.
Does Finaware support offline and online IAPs?
Yes. Finaware supports both online and offline IAPs, with features like venue management, map links, attendance tracking, and format-specific
Does Finaware support regional language IAPs?
Yes. Finaware supports multilingual IAPs, allowing AMCs to plan, execute, and track sessions across different languages to improve regional reach and engagement reporting which is an upcoming feature.
Does Finaware provide alerts or notifications?
Yes. Finaware trigger system notifications for approvals, pending actions, upcoming events ensuring nothing is missed.
Is Finaware suitable for both large and mid-sized AMCs?
Yes. Finaware is scalable and adaptable, making it suitable for AMCs of all sizes, regardless of the number of IAPs conducted.
What kind of support does Finaware offer post-implementation?
Finaware offers ongoing support, training, and platform enhancements, ensuring smooth operations and continuous improvement.
Who can create invoices in Finaware?
Invoices can be created by Training Agency and Trainers only after submitting all mandatory documents upon event completion.
Does Finaware prevent billing for incomplete or unapproved sessions?
Yes. Only completed and approved sessions are eligible for invoicing.
Can invoices be linked to specific IAP sessions?
Yes. Every invoice in Finaware is mapped to one or multiple completed IAP sessions, ensuring complete traceability and justification for billing.
Ready to Elevate Your Investor Awareness Programs?
Get in touch today to see how Finaware can help you scale, optimize, and measure
your Investor Awareness Programs for maximum impact!