Particeep Finstore Overview

Particeep Finstore is a robust investment management software designed to streamline and enhance the investment processes for financial institutions and individual investors. This platform offers comprehensive tools for portfolio management, asset allocation, and performance tracking, enabling users to make informed investment decisions with ease. Particeep Finstore integrates seamlessly with various financial data sources, providing real-time market insights and analytics to support strategic planning. Its intuitive dashboard allows users to monitor their investments, assess risk levels, and optimize returns through customizable reports and visualizations. Additionally, the software features automated compliance checks and secure data handling, ensuring that all investment activities adhere to regulatory standards. Whether you're managing personal investments or overseeing a large portfolio, Particeep Finstore empowers you to achieve your financial goals with precision and confidence.

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Particeep Finstore Screenshot & Video

Contact Details

  • Vendor Name Particeep
  • Founded 2013
  • Location France

Support

  • Email Email
  • Knowledge Base Knowledge Base

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Investment Management, Real Estate, Venture Capital

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Particeep Finstore Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Particeep Finstore Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • EUR (€) EUR (€)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Particeep Finstore FAQs

Particeep Finstore is a robust investment management software designed to streamline and enhance the investment processes for financial institutions and individual investors. This platform offers comprehensive tools for portfolio management, asset allocation, and performance tracking, enabling users to make informed investment decisions with ease. Particeep Finstore integrates seamlessly with various financial data sources, providing real-time market insights and analytics to support strategic planning. Its intuitive dashboard allows users to monitor their investments, assess risk levels, and optimize returns through customizable reports and visualizations. Additionally, the software features automated compliance checks and secure data handling, ensuring that all investment activities adhere to regulatory standards. Whether you're managing personal investments or overseeing a large portfolio, Particeep Finstore empowers you to achieve your financial goals with precision and confidence.

  • No, Particeep Finstore does not offer a free version.

  • Yes, Particeep Finstore offers a free trial.

  • No, Credit Card details are not required for the Particeep Finstore trial.

  • Particeep Finstore supports the following payment frequencies:

    • Monthly Subscription

  • No, Particeep Finstore does not offer an API.

  • Particeep Finstore offers support with the following options:
    • Email , Knowledge Base

  • Particeep Finstore supports the following languages:
    • English

  • Following are the typical users of the Particeep Finstore:
    • Self-Employed , Small-Business , Midsize-Business

  • Particeep Finstore supports the following deployment:
    • Cloud Hosted

  • Particeep Finstore supports the following devices and operating systems:
    • Web-Based