Manage Marketplace

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Introduction

The Marketplace on the platform is your centralized hub to explore, create, publish and share investment products, including strategies and recommendations. Here, you can also apply your strategies directly to an offering or client portfolio.

By using the Marketplace, you make your investment ideas accessible, actionable and easy to manage across the platform.

Key Terminologies

Term (A–Z)	Definition
Allocation	The amount or percentage of an asset assigned to a Model Portfolio.
Execution	Carrying out a plan by applying a Model Portfolio to a specific client portfolio.
Holding	The assets included in a Model Portfolio, with their respective allocations.
Marketplace	The page displays all published investment products available on the platform.
Product	An investment idea published as a Strategy or Recommendation, managed by professional investment managers.
Projection	A forecast of how a strategy’s holdings may perform in the future, based on current trends.
Recommendation	Information suggesting one or more instruments, including opinions on their current or future value or price.
Strategy	A structured plan designed to help investors reach their goals using a basket of assets, managed by professionals.

👉 New to some terms? Check out our full Platform Glossary for more.

Permission Requirements

The following permissions define what you can do within the Marketplace and Shop tabs on platform:

Platform Name	Permission Levels
Marketplace	View, Modify
Shop	View only

Publish Strategies to Marketplace

Here’s how you can create and publish a strategy to the Marketplace:

🔗 Learn here on how to manage strategies and publish them to Marketplace.

Upon Approval of Strategies

Once Published, the Visual Editor button appears.

On click of it, you will be redirected to the Marketplace tab.

Or,

Go to the dashboard and find Marketplace.

Edit Your Strategy

By default, the Edit screen opens on the Marketplace tab.
Edit the required fields or sections as needed.

Add Media

This is a mandatory(*) procedure.

To upload Images/Videos, click on the Edit button within a section.
A sidebar will open where you can upload media in formats such as:
- Portrait
- Landscape
- Square

Upload Files In:

Portrait: 450×600 pixels JPG (≤2.5 MB) or MP4 video (≤15 MB).

Landscape (Main Cover Preview): 1200×400 pixels JPG (≤2.5 MB) or MP4 video (≤15 MB)

Square: 160×160 pixels JPG (≤2.5 MB).

Once uploaded, you can Replace or Delete the image.
Click Save once done or Close to return.

If you don’t upload images/videos, you’ll see a message prompting you to do so while publishing.

Once saved, you can enter Description in the box but do not exceed 140 characters. If you select Reset Content, the entire data clears up.

Then, go up and Save As Draft.
Publish button also enables now.

Add or Manage Sections

Click the + icon to add new sections.

🔗 Learn to preview your strategy in Web/Phone view, here.

Add sections opens from the sidebar, simply drag and drop the section type you want.

You can copy/duplicate, delete, move up or move down sections using the icons provided.

Preview Your Strategy

Go to the Web tab to check the layout in web dimensions.

Switch to the Phone screen layout to see how it will appear on mobile.

At this stage, you can Save as Draft or Publish.

Publish on Marketplace

When published, it’ll appear in the Home tab of the platform.

You can further Edit it on Home and click Publish to save the changes.

Then, go to the Shop tab and your strategy is now visible in the Marketplace.

Your published strategy will be displayed and on click of it you can choose to Subscribe, Unsubscribe or Promote it.