Audience

Companies searching for a solution to improve online distribution of banking, insurance and investment products.

About Particeep

Particeep is a fintech that provides banks, asset management firms, insurances and their distributors tunkey solutions enabling them to distribute their financial products and services online. The company offers, in addition to its open API, white-label platforms to distribute financial services online in less than one month. Our Particeep Plug solution allows you to create a digital version of your existing banking products and make them accessible to third parties through a Rest open banking API. With our solution, you quickly deploy your online distribution channels and allow your partners to distribute your offers online by personalizing it according to their graphic charter and their authorizations. Our Particeep Plug white label solution allows you to create a digital version of your existing insurance products or to quickly create new products.

Pricing

Starting Price:
11880€/year
Pricing Details:
Annual licence

Integrations

Ratings/Reviews

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Company Information

Particeep
Founded: 2013
France
www.particeep.com

Videos and Screen Captures

Particeep Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
24/7 Live Support
Online

Particeep Frequently Asked Questions

Q: What kinds of users and organization types does Particeep work with?
Q: What languages does Particeep support in their product?
Q: What kind of support options does Particeep offer?
Q: What other applications or services does Particeep integrate with?
Q: What type of training does Particeep provide?
Q: How much does Particeep cost?
Q: What pricing for training is available for Particeep?

Particeep Product Features

Investment Management

Bonds / Stocks Supported
Client Management Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Modeling & Simulation Supported
Performance Metrics Supported
Portfolio Management Supported
Accounting Management Not Supported
Benchmarking Not Supported
Commodities Not Supported
Compliance Reporting Not Supported
Fund Management Not Supported
Payroll & Commissions Not Supported
Risk Management Not Supported

Online Banking

Brokerage Supported
Loan Management Supported
Marketing Automation Supported
Retail Banking Supported
Single Sign On Supported
Transaction Monitoring Supported
Cash Management Not Supported
Chat / Messaging Not Supported
Credit Card Management Not Supported
Electronic Statements Not Supported
Fraud Detection Not Supported

P&C Insurance

Broker / Agent Portal Supported
Commission Management Supported
Document Management Supported
Insurance Rating Supported
Policy Management Supported
Quote Management Supported
Underwriting Management Supported
Billing & Invoicing Not Supported
Claims Management Not Supported
Customer Portal Not Supported
Marketing Automation Not Supported
Reinsurance Administration Not Supported

Subscription Management

Enrollment Management Supported
Product Catalog Supported
Recurring Billing Supported
Self Service Portal Supported
Usage Tracking/Analytics Supported
Cancellation Management Not Supported
Discount / Coupon Management Not Supported
Dunning Management Not Supported
Revenue Recognition Not Supported
Revenue Recovery Tools Not Supported
Subscription Plan Management Not Supported
Tax Management Not Supported
Trial Management Not Supported

Particeep Additional Categories