Workplace

The platform powering your employee savings offering

Shares Workplace is a modern platform for employee savings, built to replace the legacy infrastructure the industry still runs on. Power everything from the employee experience to custody and back office.

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Why Shares workplace

A simpler way to run workplace savings

Migrate without the risk

Move existing savings in controlled batches, with rehearsed cutovers and full history preserved.

Infrastructure for the whole chain

Account keeping, custody, operations and UX from one provider. Use our custody licence or your own.

AI automated operations

Work with a partner who streamlines your admin-heavy workflows, with technology powered by AI.
Who we serve

Supporting every sector with smarter technology

BANKS & INSURERS

You already have the clients and the products. Shares Workplace replaces the legacy layer underneath, keeps your brand in front, and handles the migration.

PENSION PROVIDERS

You already have the clients and the products. Shares Workplace replaces the legacy layer underneath, keeps your brand in front, and handles the migration.

FINTECHS

Add employee savings to your product without becoming an account keeper. Our APIs and licences give you a faster route to market.

Product Features

A better experience, for employers and employees

Employer Dashboard
Employee App

Employer dashboard

Keep track of your workplace savings scheme from a single dashboard. Contributions, employee activity and key scheme information are easy to monitor, with the admin handled behind the scenes.

Onboard employees

Enrol or migrate employees with KYC/KYB checks built around your risk rules set by you.

Launch campaigns

Create bonus, incentive or savings campaigns for eligible employees to access directly in their app.

Report & manage

Analyse what's happening at any moment with live analytics, feeding straight into your own reporting.

Employee app

Provide employees with a secure, user-friendly way to access their savings and track their portfolio in real time.

Manage funds

Swap between assets, withdraw funds and import savings from a previous provider.

Investment support

Give clients investment options, risk levels and performance indicators in a digestable view.

Employee benefits

Let eligible employees access their benefits directly in their app.
Wrappers

A plan for every savings goal

PEE
A company savings plan that lets employees build tax-advantaged savings, boosted by employer matching.
PEI
A savings plan shared across multiple separate companies, rather than set up individually by each one.
PERo
A mandatory plan where contributions are locked until retirement, built to help employees accumulate long-term pension savings.
PEreco/PERCO
A collective retirement savings plan with funds locked until retirement, except in specific cases.
Delivery

Integrate Shares Workplace in the way that works for you

Choose the setup that fits how your business already runs. White-label, API-first, or somewhere in between.

White label

The complete stack with your name on it. Employee app, company portal, custody, operations and reporting, configured to your products and your rules.

Shares API

Keep your own apps and your customer relationship. Your systems call our APIs for accounts, orders, operations and custody, and we stay invisible to your users.

Delegated operations

Use our operations team alongside either our white-label or API offering. We run your back office to agreed SLAs, with clear responsibilities, monthly governance and real-time reporting.

Didn’t find what you are looking for?

Integrate directly with your own systems, a bespoke feature, a different onboarding flow.
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