Investment Platform for FCA-Authorised Firms

Your challenge

You hold direct FCA authorisation and need a platform that meets the regulator’s expectations. Building in-house is expensive, slow and pulls your team away from what they do best — raising capital and managing investments.

You need investor onboarding, KYC/AML, payment processing, portfolio reporting and CASS-compliant client money handling. Getting any one of these wrong puts your authorisation at risk.

How ShareIn helps

ShareIn provides a complete investment platform built specifically for FCA-regulated firms. We’ve been authorised since 2014 and understand what the regulator expects at every level.

Your platform launches in weeks, fully branded to your business, with compliance, client money, payments and reporting built in from day one. You stay in control of the commercial relationship — we handle the infrastructure.

Built for regulated firms

Everything an FCA-authorised firm needs to run a compliant investment platform.

FCA-ready compliance

Regulatory reporting, audit trails and transaction monitoring built into every workflow — designed by a team that’s been FCA-authorised since 2014.

Client money

Segregated client money accounts with CASS compliance, FSCS protection and daily reconciliation — all managed by ShareIn.

Investor onboarding

Streamlined KYC/AML verification, appropriateness assessments and risk warnings with an optimised sign-up flow designed to convert.

ISA management

HMRC-authorised ISA manager for Innovative Finance, Cash and Stocks & Shares ISAs, with transfers and annual returns handled.

Fundraising engine

Support for equity, bonds and debt. Offer management, allocation logic, cooling-off periods and completion workflows.

Portfolio dashboards

Investor-facing dashboards for tracking holdings, returns, documents and tax certificates — fully branded to your firm.

Trusted by FCA-regulated firms

Octopus Energy Collective and Abundance Investment both chose ShareIn to power their regulated investment platforms. From community energy bonds to ISA-eligible green investments, our platform handles the complexity so our clients can focus on their investors.

Read the Octopus case study