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