Particeep : Effortless Investment Management for Financial Institutions
Particeep: in summary
Particeep is a top-tier software solution designed for financial institutions looking to streamline their investment operations. Built for banks, asset managers, and financial advisers, it features robust tools for digital onboarding, automated investment processes, and real-time analytics.
What are the main features of Particeep?
Digital Onboarding Platform
Particeep offers a comprehensive digital onboarding platform that smoothens the client acquisition process by leveraging automation and intelligent data capture.
- Automated KYC and AML checks
- Pre-filled forms with intelligent data capture functions
- Multi-channel client onboarding
Automated Investment Processes
With Particeep, you can manage investments with unprecedented efficiency thanks to its fully automated investment management capabilities.
- Automated order routing and fulfillment
- Maturity and performance tracking
- Investment recommendations based on client profiles
Real-Time Analytics
Particeep’s real-time analytics tools offer up-to-the-minute insights to help institutions make more informed decisions.
- Customizable dashboards
- Advanced reporting and metrics
- Predictive analytics for future investment trends
Its benefits
ISO 27001
Particeep: its rates
Plug
Rate
On demand
Finstore
Rate
On demand
Clients alternatives to Particeep
Automate billing and invoicing with ease. Streamline your financial tasks and get paid faster.
See more details See less details
With our software, you can easily set up recurring billing, track expenses, and send professional invoices. Get paid faster with automated payment reminders and online payment options. Plus, our reporting tools give you valuable insights into your financial performance.
Read our analysis about FinomBenefits of Finom
Fast opening a business account
Up to 3% cashback on every transaction
Up to 10 000€ ATM withdrawal limit per card
To Finom product page
Powerful banking and financial software for your business needs. Streamline your operations and increase efficiency with our user-friendly platform.
See more details See less details
With our software, you can easily manage transactions, automate accounting tasks, and monitor financial performance in real-time. Plus, our comprehensive reporting tools provide valuable insights to help you make informed decisions. Take control of your finances with our cutting-edge solution.
Read our analysis about TinkTo Tink product page
Banking & financial software that analyzes transaction data to provide insights for businesses.
See more details See less details
With Nordigen, businesses can quickly and easily access valuable data on their customers' spending habits and financial health. The software's advanced algorithms analyze transaction data to provide insights on income, expenses, and other key metrics, helping companies make smarter decisions and improve financial performance.
Read our analysis about NordigenBenefits of Nordigen
Free
Easy to integrate
Full European coverage
To Nordigen product page
Appvizer Community Reviews (0) The reviews left on Appvizer are verified by our team to ensure the authenticity of their submitters.
Write a review No reviews, be the first to submit yours.