What ShareInInvest does

ShareIn designs, builds and operates complete investor-facing portals for regulated firms. We handle every step of the investment lifecycle — onboarding, fundraising, payments, portfolio management and regulatory reporting — so you can focus on raising capital and serving your investors.

Who it's for

  • FCA-authorised firms that need a compliant investment platform fast
  • Appointed representatives launching under an umbrella licence
  • Businesses with a pipeline of projects or companies that need funding

Platform capabilities

Everything you need to launch, manage and grow a regulated investment platform.

Investor onboarding

Streamlined KYC/AML verification with an optimised sign-up flow designed to convert.

Fundraising

List equity, bond and debt investments. Manage offers, allocations and closings from one dashboard.

ISA management

HMRC-authorised ISA manager for Innovative Finance, Cash and Stocks & Shares ISAs.

Client money

Segregated client money accounts with CASS compliance, FSCS protection and daily reconciliation.

Portfolio management

Investor dashboards for tracking holdings, returns, documents and tax certificates.

Compliance & reporting

FCA regulatory tools, CASS reports and audit trails built into every workflow.

ShareInInvest admin dashboard — designed, built and operated by ShareIn

Designed, built and operated by ShareIn

Your brand, built and run by ShareIn

We design, build and operate your entire investor-facing portal. Your investors see your brand, your domain and your design — ShareIn builds and runs everything behind it, from the front-end experience to hosting, payments and compliance.

A built-in CMS lets your team manage site content, project listings and investor communications without needing a development team.

Ready to launch your investment platform?

Talk to our team about how ShareInInvest can work for your business.

Let's build your investment channel

Find out how our platform can power your next investment product.

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