Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Reduce the time spent managing receivables by enrolling your clients in a system that replaces obsolete manual processes with efficient automated digital collection methods and communication channels. Offer your clients a variety of digital payment options, such as ACH, credit cards, and open banking, to simplify the payment process and enhance the accuracy of your financial records. Stay informed about your cash flow with regular automated reports and analytics tailored to your business's requirements. Use specialized customer ratings derived from credit assessments and engagement metrics to make well-informed decisions and refine payment strategies effectively. Anticipate your future cash flow by analyzing both current and historical payment patterns. Optimize your workflows for better prioritization, and take advantage of customizable communication templates and strategies while maintaining a white-labeled approach to branding. This comprehensive solution not only streamlines processes but also empowers your financial management capabilities.

Description

Particeep, a fintech, provides banks, asset management companies, insurances, and their distributors with key solutions that enable them to distribute financial products and services online. In addition to its open API, the company also offers white-label platforms that allow you to distribute financial services online in less time than a month.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

SBS Banking Platform No 
Salesforce No 
Stripe No 

Integrations

SBS Banking Platform Yes 
Salesforce Yes 
Stripe Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

11880€/year
Annual licence
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Kolleno

Country

United Kingdom

Website

www.kolleno.com

Vendor Details

Company Name

Particeep

Founded

2013

Country

France

Website

www.particeep.com

Product Features

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing No 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

Debt Collection

Agency Management No 
Auto Dialer No 
Automated Notices No 
Callback Scheduling No 
Client Management No 
Commission Management No 
Compliance Management No 
Contact Management No 
Credit Bureau Reporting No 
In-House Collections No 
Payment Plans No 
Transaction Management No 

Financial Management

Budgeting & Forecasting No 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting No 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Legal Billing

Accounting Management No 
Automatic Billing No 
Calendar Management No 
Case Management No 
Client Portal No 
Document Management No 
Expense Tracking No 
Time Tracking No 

Payment Processing

ACH Check Transactions No 
Bitcoin Compatible No 
Debit Card Support No 
Gift Card Management No 
Mobile Payments No 
Online Payments No 
POS Transactions No 
Receipt Printing No 
Recurring Billing No 
Signature Capture No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting No 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management No 

Online Banking

Brokerage Yes 
Cash Management No 
Chat / Messaging No 
Credit Card Management No 
Electronic Statements No 
Fraud Detection No 
Loan Management Yes 
Marketing Automation Yes 
Retail Banking Yes 
Single Sign On Yes 
Transaction Monitoring Yes 

P&C Insurance

Billing & Invoicing No 
Broker / Agent Portal Yes 
Claims Management No 
Commission Management Yes 
Customer Portal No 
Document Management Yes 
Insurance Rating Yes 
Marketing Automation No 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration No 
Underwriting Management Yes 

Subscription Management

Cancellation Management No 
Discount / Coupon Management No 
Dunning Management No 
Enrollment Management Yes 
Product Catalog Yes 
Recurring Billing Yes 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal Yes 
Subscription Plan Management No 
Tax Management No 
Trial Management No 
Usage Tracking/Analytics Yes 

Alternatives

Alternatives

SingleView Reviews

SingleView

Omq Al-Halul Trading Company