Particeep Finstore logo

Particeep Finstore

by Particeep · Since 2020
No reviews yet
Sold1+ countriesCloud
Quick facts
VendorParticeep
Year launched2020
StatusSold
Location112, Avenue Kléber, Paris, Île-de-France 75116, France
Countries served1+
Languages1
IntegrationsN/A
Free tierNO
Free trialNO
Contact salesYES

About Particeep Finstore

Particeep Finstore is a turnkey digital platform designed to help financial institutions distribute investment products online, automate compliance processes, and deliver secure, seamless subscription experiences while integrating easily with existing systems to accelerate deployment and improve operational efficiency.

Particeep Finstore provides asset managers, financial advisors, and institutions with a comprehensive solution for digitizing the distribution of investment products such as SCPIs, OPCIs, and private equity offerings. The platform enables a fully online subscription journey, reducing friction and improving customer experience through customizable interfaces and responsive design. It automates critical regulatory processes including KYC, AML, MIFID II, and GDPR compliance, ensuring that all transactions meet industry standards without manual intervention. With built in electronic signature capabilities and secure hosting aligned with banking level security, Finstore guarantees both efficiency and data protection. Its API first architecture allows seamless integration with CRM systems, KYC tools, and other business applications, making it highly adaptable to different organizational ecosystems. Users benefit from a centralized dashboard to track subscriptions, manage operations, and monitor performance in real time. The white label functionality enables companies to maintain brand consistency while offering personalized customer portals.

Pros & Cons

Pros
  • Rapid deployment reduces time to market for investment distribution platforms significantly
  • Customizable interface improves branding and delivers personalized client experience consistently
  • Strong compliance automation minimizes regulatory risks and manual operational workload effectively
  • Seamless integrations enhance compatibility with existing enterprise systems and workflows
Cons
  • May require technical understanding for full API integration and customization setup
  • Pricing not publicly available making cost transparency limited for potential users
  • Dependence on integrations could complicate setup in less mature tech environments
  • Primarily suited for financial institutions limiting usability for smaller businesses

Features

Key features

Digital subscription journey

Provides fully online secure and smooth investment onboarding process

API first integration

Connects easily with CRM KYC and other enterprise tools

Automated compliance

Handles KYC AML and regulatory checks seamlessly and efficiently

Turnkey platform

Enables rapid deployment of investment distribution systems without heavy development

Electronic signature

Ensures fast legally compliant document signing with time stamping

Additional features

Subscription journey creation

Builds personalized workflows for various investment product offerings

Secure hosting

Protects sensitive data with banking grade infrastructure and standards

Multi user roles

Manages access levels for advisors administrators and clients

AML compliance

Ensures anti money laundering checks are performed automatically

KYC automation

Collects and verifies client data for compliance requirements efficiently

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

1
Countries served
1
Interface languages
1
Billing currencies

Available in

France

Interface languages

French

Billing currencies

🇺🇸USD

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