All Use Cases

Investment distribution

Extend investment product reach
A white-label platform to digitally distribute listed and unlisted investment products directly to end customers or via distributors. Empower customers with a personalized end-to-end digital subscription journey!
Logo | Particeep
#API Management
#Data analytics

Digitally scale product distribution and boost product portfolio

Leverage Investment Distribution to create your own white-label platform for distributing products directly or via your distributor’s network. Reduce cost, and focus on the rapid promotion of your innovative solutions

Don’t let your customers miss out!

Customers increasingly demand tailor-made solutions suited to their financial situation and often expect a first-rate subscription experience – a result of the advent of new, innovative players in the digital world. Adopt the turnkey digital distribution solution to offer products to customers cheaply and quickly. Gain a competitive advantage by promoting bespoke solutions thanks to a 360° view of each customer’s profile and match the opportunities with the help of an in-built recommendation engine. Aggregate the products of both you and your partners, and distribute directly to customers or via a partner network while respecting regulatory compliance.
  • 2 down arrows

    Reduce IT and distribution cost

    Launch and distribute new investment products without any extra IT development.

  • icon showing a customer in the center of an arrow forming a circle

    Improve customer satisfaction

    Recommend investment opportunities matched to each customer’s profile.

  • icon plus

    Increase transaction volume

    Scale digital distribution by direct-selling or by adding distributors to the same platform.

  • a shield showing security

    Mitigate non-compliant risk

    Easily adapt to the KYC/KYB rules as and when they evolve.

  • icon showing a chronometer

    Reduce time-to-market

    Leverage the turnkey solution to bring innovative products to market faster.

Any questions?

Just fill out the form, and one of our experts will get in touch shortly.