Aggregate, collect and verify all your customers’ data and documents online.
Offer them investment opportunities in line with their risk profiles while respecting your duty to advise.
Dematerialize the steps of selfcare underwriting and assisted by wealth management advisors underwriting.
Configure the investment conditions such as taxation, co-underwriting, risk profile - product adequacy or payment terms.
Particeep Finstore is built on a powerful Rest API.
It allows you to share customer data and underwriting documents with account managers, CRMs and other internal management tools.
Automate your customer acquisition and reduce your transaction processing costs.
Simplify online subscription to listed and unlisted investment products
We offer management companies and their wealth management advisers the opportunity to create a digital version of their products and to digitize their direct marketing activity and through distribution partners in order to develop their subscription volumes.
We want asset management companies to innovate and become more competitive by relying on our white label financial product distribution platform.
Give your customers personalized spaces to dematerialize the follow-up of all their operations, the evolution of their profile and the relationship with their advisers.
Give your customers the opportunity to entirely subscribe in self-care to your listed and unlisted investment products.
With Particeep Finstore, you digitize the customer, advisor and wealth manager relationships.
Automate the management of the distribution agreements of your partners.
Propose to your distributor partners, advisers, dedicated spaces for monitoring their customers, their mandates, their distribution agreements and the subscriptions of their customers.
With Particeep Finstore, you develop your online distribution network.
Distribute your investment products to online, offline and mobile channels without IT development and in less than a month.
Use the Particeep Finstore solution to aggregate partner offers in order to expand your investment solutions to your online customers and increase the volume of your subscriptions.
Customer knowledge and automated scoring (individual and legal investor)
Direct subscription or assisted with the help of a wealth management advisor
Monitoring of subscriptions and portfolio performance
Automated verification of customer data and documents
Personalization of the subscription steps
API Rest to interface internal and external tools.
Distribution channels administration and Advisors management
