Discover Particeep Finstore

Particeep Finstore is the ideal solution to launch your online subscription platform for listed and unlisted investment products

Among the major features of the Finstore solution are:

• 100% digital subscription to unlisted and online listed investment solutions
• 100% digital or semi-digital subscription through distribution partners (wealth management advisers) or sellers
• the subscription with co-subscribers and usufructuaries in the context of operations with dismemberment
• automation via Rest API of the sharing of customer data with third-party services (custodians) and internal management tools (eg: Salesforce)

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Finstore provides:

• a partner area for managing the customer knowledge of investors, individuals and legal entities, entering subscriptions, monitoring commissions
• an administration area for clients, funds, partners and transactions for the management company
• a customer area for subscribing to products and monitoring operations