Particeep : Effortless Investment Management for Financial Institutions

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