Create your white label platform to market your savings and investment products online.

Offer online subscription directly or through your partner distributors to your investment products.

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A turnkey and customizable platform for the online distribution of your investment products

Customer knowledge digitization

Collect and verify all of your customers’ data and documents online. Offer them investment opportunities adapted to their profiles while respecting your fiduciary duty.

Customize step by step the subscription process

From your white-label platform, your customers can subscribe in self-care or with the help of their trusted advisors. Facilitate your customer acquisition and reduce your transaction processing costs.

Work-flow automation with our API Rest

Particeep Finstore is based on a powerful Rest API. It allows you to share customer data and subscription documents with account-keepers, CRMs and your internal management tools.

Simplify online subscription to savings and investment products.

Simplify online subscription to savings and investment products.

We are offering to asset managers and their third-party sales distribution force to go to 0 paper in order to work efficiently ; expand their offer, reduce their customer acquisition and transaction processing costs.
We want asset management managers to become more competitive by relying on our white label financial product distribution platforms.

A distribution platform dedicated to your operational performance.




Your customer relationship goes fully digital

Your customer relationship goes fully digital

Give your customers personal spaces to dematerialize all of their operations.
Your customers have a personalized dashboard to edit their profile, access offers, subscribe online and track their investments.

Dedicated accounts for your distribution network

Dedicated accounts for your distribution network

Offer your distributor,partners, advisers, dedicated dashboard for monitoring their customers, their mandates and subscriptions.
Manage your partners, your distribution agreements and follow their activity.
With Particeep Finstore, you federate and expand your distribution network.

Expand your offer and boost your activity

Expand your offer and boost your activity

Distribute your investment products on online, offline and mobile channels. Use the Particeep Finstore solution to widen the offer provided to your online customers and increase the volume of your subscriptions.

Some features

Customer knowledge and automated scoring (individual and legal investor)

Customer knowledge and automated scoring (individual and legal investor)

Direct subscription or assisted with the help of a wealth management advisor

Direct subscription or assisted with the help of a wealth management advisor

Monitoring of subscriptions and portfolio performance

Monitoring of subscriptions and portfolio performance

Automated verification of customer data and documents

Automated verification of customer data and documents

Personalization of the subscription steps

Personalization of the subscription steps

API Rest to interface internal and external tools.

API Rest to interface internal and external tools.

Distribution channels administration and Advisors management

Distribution channels administration and Advisors management