
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

Streamline HR tasks with an intuitive HRMS software. Manage employee data, payroll, time off, and more in one place.
See more details See less details
With HRMS software, you can easily view and manage employee data, track time off requests, and automate payroll. Plus, streamline your hiring process with applicant tracking tools.
Read our analysis about EuréciaBenefits of Eurécia
A modular and scalable HRIS
A collaborative and easy to use solution
A reliable and secure software
To Eurécia product page

Transform Your Data into Actionable Insights with Powerful Business Intelligence Software.
See more details See less details
DigDash Enterprise provides advanced data visualization and analysis tools, allowing you to easily create and share interactive dashboards and reports. With features such as real-time data updates, customizable widgets, and predictive analytics, you can make informed decisions and drive business growth.
Read our analysis about DigDash EnterpriseBenefits of DigDash Enterprise
Agile
Easy
Strong
To DigDash Enterprise product page

Streamline treasury management with advanced automation and reporting features.
See more details See less details
Fygr's treasury management system simplifies financial operations by automating tasks such as cash positioning, forecasting, and risk management. Its robust reporting capabilities provide real-time visibility into cash flows and liquidity, enabling better decision-making.
Read our analysis about FygrTo Fygr 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.