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

Run collective retirement journeys that meet today's digital standard, front to back or behind the front end you already own.

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.
Dashboard displaying financial bonuses and metrics: Profit-sharing bonus €42,350 with 58% employee response from 15/05/25 to 31/05/25; Incentive bonus €58,685 with 64% employee response for the same dates; Value-sharing bonus €22,290 with 30% employee response. Below are sections for Savings and Employer contribution with partial views of circular graphs.

Onboard employees

Enrol or migrate employees with KYC/KYB checks built around your risk rules set by you.
Dialog box titled 'Create an employee' with instructions about importing multiple employees using a file, suggesting bulk upload for companies with more than 10 staff and individual upload for fewer than 10. Contains two buttons labeled 'Bulk Upload' and 'Individual upload'.

Launch campaigns

Create bonus, incentive or savings campaigns for eligible employees to access directly in their app.
User interface panel showing a campaign type dropdown menu set to 'Participation Bonus' and a field below labeled 'Group operation gross amount' with the value '250 000,00 €'.

Report & manage

Analyse what's happening at any moment with live analytics, feeding straight into your own reporting.
Circular chart showing total employer contribution amount of €103K, divided into three categories: €35,034.45 already paid, €57,000 awaiting company payment, and €10,965.55 not used.

Employee app

Provide employees with a secure, user-friendly way to access their savings and track their portfolio in real time.
Hand holding smartphone displaying a financial app showing savings account balance of €24,008.41 with 7.51% all-time growth, PEI Soles balance of €3,210.37 with 7.01% growth, external product life insurance valued at €5,127.54, and buttons labeled Manage and Invest.

Manage funds

Swap between assets, withdraw funds and import savings from a previous provider.
Smartphone screen showing a fund management app with options titled Manage, Arbitrage to swap funds, Withdrawal to redeem funds, and Import to add funds from an external account.

Investment support

Give employees investment options, risk levels and performance indicators in a digestable view.
Bar chart showing asset allocation over years until retirement at age 64 with a balanced risk profile, illustrating changes in portfolio composition with color-coded bars and a descending red dotted line.

Employee benefits

Let eligible employees access their benefits directly in their app.
Mobile app screen showing a savings section with a participation bonus of 3,000 euros and a blue button labeled 'See details' alongside a 20-day countdown circle.
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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