PeakLine Finance: Take your management to the next level
Have full control over the management of your investors and optimize your time and resources.
- Without complex and expensive developments
- Easy integration with your back office, CRM and other services
- 100% digital onboarding, management tool and private area for investors
The best management in a single tool
Digital Onboarding
Optimize the arrival of new investors with a 100% digital onboarding process. The perfect tool to collect the data you need from your investor and carry out the process with the best guarantees.
Private area for clients
Offer your investors a private area where they can operate with all your investment products and access clear information about their investments. It also allows them to sign and upload documents, making it easier for you to manage and communicate with your investors.
Total management tool
Get a 360-degree view of your investors’ accounts and operations thanks to the PeakLine management tool. Manage internal users with different access permissions on this 100% APIfied platform integrated with your internal tools (back office, CRM, AML…).
A 100% digital solution
Get into the digital era with a tool made by expert developers
- SaaS services: forget about infrastructure!
- Available at any time
- Technical support led by expert developers
- 100% adaptable to your clients' needs
- A tool integrated with APIs
- Best practices in cybersecurity
Ready to digitize your management?
Contact us to tell us what you need and find out how we can help you or, if you prefer, schedule a meeting so we can give you a free demo and get to know our tool first hand.