Particeep for management companies and wealth management advisers

Improve your customers’ knowledge and market financial products online

Increase your profitability, win new customers and offer a 100% digital subscription to your products

Stake

How to market its products and services online directly or via wealth management advisors?

Solutions

The provision of a turnkey distribution platform for financial products and services including a 100 % online subscription and a connection to account holders

Earnings

An increase in collection volumes for management companies. Save time for wealth management advisors. Increased profitability via the dematerialization of customer knowledge, underwriting and simplified interfacing to third-party tools (CRM, back office, account holders, etc.)

With the Particeep solution, Wealth Management Advisors save a lot of time! Moving to a paperless environment for customer knowledge and offering online subscription keeps you focused on collection and acquisition goals.

Particeep products for management companies and wealth management advisers

Live subscription

Your customers create their accounts online, are profiled according to your methodology then after validation access to the financial products open to the subscription

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Subscription via a distributor

Your wealth management advisors have space to track their mandates, commissions, KYC and subscriptions for their customers

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Opening an account online

Your customers can open a title account, PEA for example and make an online deposit in minutes as part of a management mandate

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Distribute your financial products online

The Particeep team will contact you very quickly