The turnkey solution for online subscription to investment products
Directly engage your clients, advisors, distributors and partners with a turnkey solution for online subscription to your listed and unlisted investment products.
- Customizable solution at will,
- In less than a month,
- Without computer development,
- Without any compliance risk.
Distribute your investment products online
without any IT development.
Banks, management companies, asset management advisors, benefit from the advantages of the Particeep Finstore solution to increase your subscription volumes on listed and non-listed investment products.
Finstore's tour de force:
a white label investment product subscription platform available immediately.
Digitize your duty to advise
- Collect and aggregate your customers' documents,
- Offer investment products according to your clients' risk profile,
- Meet your legal obligations.
Customize the steps of the online subscription to investment products
- Configure all the steps of the subscription for the end customer,
- Set up a subscription interface for your consultants,
- Choose your business functionalities and third party services Fintech and Legaltech.
Reduce the time needed to validate subscriptions
- Automate subscription compliance checks,
- Automatically connect to account holder, liability management solutions (Unicia, etc.),
- Industrialize the fundraising generation, subscription confirmations and investor reporting.
Automate data sharing with your internal tools
- Define the data to be shared,
- Choose the sharing mode: API, webhook or flat csv file,
- Share data with your IS and those of your distributors.
Benefits of the Particeep Finstore solution
24/7 availability for online subscription of your investment products
- Offer your clients, partners and advisors personalized interfaces for subscribing to listed or unlisted investment products.
Effortless digitization of your distribution network
- Dematerialize the processing of distribution agreements and simplify the acquisition of new partners.
- Offer your consultants, partners, subscription and customer follow-up spaces and commissions.
Simplification of the duty to advise for advisors
- Aggregate all your customer knowledge data on a single interface.
- Simplify online customer knowledge management, subscription validation for customers and advisors.
An increase in the volume of your subscriptions
- Offer subscription to your investment products on all your online, offline and mobile channels.
- Market your products and those of your partners online without IT development.