Category / Features

4/06/20

🚀 Improvements Customer journey Addition of recurring payment by credit card Addition of email notifications linked to signatures Possibility for the subscriber to create an online payment account Bank / insurance dashboard Addition of an optional parameter on the verification by SMS of the telephone number Adding several offers to a single subscription path to […]

9/01/17

Donation and reward based new white label crowdfunding platform templates   Particeep just add a brain new template for white label crowdfunding platform dedicated to reward based and donation funding. Our team focused on the user experience, keeping as simple as possible all the registration and donation process. Creating a project is as well very simple. The […]

5/12/16

Particeep improves the interface and user journey on all platforms Particeep is a SAAS solution to build investment marketplaces. Particeep offers a new user interface to build a unique experience for investors, projects or financial partners during the financial operation process. Particeep has also implemented new offers dedicated to asset managers looking to create distribution […]

24/10/16

Product updates on October 24, 2016 Live: Monday 24 Octobre, 2016 Document upload: It is now possible to add the ‘document upload’ feature on your investor profiles or on your project questionnaire. Validity date: The validity date needs to be filled out only once now for recto and verso. Previously the date had to be […]

2/09/16

Update Particeep Go live : wenesday 7 september 2016 Header and footer are now fully customizable : You can edit header and footer withouth any risk. If you make a mistake, just trash your page and the initial header/footer will come back. You can edit header/footer on the “Edit Content” page on the admin back-office. After choosing to create a customized […]

21/06/16

Here are the new features of the week. With Particeep product updates, find the new ways to efficiently proceed paperless funding operations   Simplified management of funding requests for the project leader The project leader can follow their financial operations with ease. He/she has the transaction history, details of each operation and the list of investors, […]

23/05/16

Particeep – Product update & new features, week #21 – 2016 Public or private profile :  simple users can now decide or not to display information on their profile. To do this, they only have to go to the “my account” page. Auto generated legal documents : when launching a fundraise, if you need to attach a variablized document like […]

18/03/16

We have just published a great deal of new, practical features for the management of your platform.   Partner access  [Investment platform] On our funding platforms, we have set up a space for your partners who act as wealth management advisors  so they can visualize the activity of their investor clients live on your platform. This access also […]

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Do you want turnkey financial services distribution solutions?

Découvrez nos solutions Particeep Plug et Particeep Finstore.