A turnkey and customizable platform to distribute your financial products

• Dematerialization of customer knowledge
  Collect online all the data and documents of your customers. Connect account aggregators and define your customer’s profile to offer the products and services that best suit them.
• 100 % online subscription to your offer
  Your product offering becomes available online. Your customers can directly or through a wealth management consultant to consult, contract online and make the payment from a secured platform in white label.
• Connection to account holders and to your management tools
  Our platform, Finstore, for online distribution of financial products is based on the Particeep API. It enables the online transfer of client data and documents related to subscriptions, account holders, CRM, your management tools and billing.

Our ambition is to simplify online underwriting of investment and savings products. We are offering asset management companies and their wealth management advisors the opportunity to upgrade to a paperless environment to reduce their customer acquisition and transaction processing costs while remaining compliant with current regulations. We want asset management companies to become more competitive by leveraging our white label financial distribution platforms

A distribution platform for your operational performance:

Accounts for your distribution network

• Offer your distribution partners a space dedicated to the tracking of their clients, their mandates and their subscriptions / registrations.
• Manage your partners, your distribution agreements and track their activity.
• You unite and enlarge your distribution network.

Your customer relationship becomes digital

• Offer your clients their client space fitted with high-value adding services.
• Your clients dispose of a personalised space to modify their profile, access offers, subscribe / register and consult information relevant to their investments.

Increase the volume of subscriptions to your products

• Distribute your investment products on online, offline and mobile channels.
• Make use of the solution Finstore to collect client data and to offer investment and savings products tailored to the profile of your clients.