Power primary market access for your clients
without complexity
Primary markets are a powerful driver of Client Engagement
RetailBook enables platforms, brokers and wealth managers to offer IPOs, other equity fundraises and bonds through their existing client experience.
Primary markets offer meaningful opportunities, but access has historically been inconsistent and operationally complex.
Structured access to a broad range of primary-market opportunities
Provide unrivaled deal access
Manage legal and regulatory complexity
Simplify operational delivery
So you can focus on your clients.
What RetailBook does
(and doesn't do)
RetailBook does not
Act as broker
Hold client assets
Own the client relationship
RetailBook does
Source and structure primary market opportunities
Connect issuers and banks to retail capital
Route opportunities through your existing platform and accounts
How collaboration works in practice
When a new IPO, bond or equity fundraise launches:
Why primary markets through RetailBook?
Client engagement
Primary offers create timely, high-intent moments that drive clients to engage and act.
Revenue per client
Primary participation brings new capital onto the platform and increases trading activity.
Differentiation
Offer institutional-grade IPOs, fundraises and bonds without building new infrastructure.
Regulatory comfort
RetailBook handles the legal and regulatory complexity so you can scale with confidence.
The new regulatory regime creates a step-change opportunity
for platforms, brokers and wealth managers.
Read about the regulatory changesRetail is being included at scale
IPOs are faster and simpler to structure
Bonds are no longer institutional-only
Issuers recognise the value of retail capital
Platforms that move early become preferred routes.
Primary markets are now a core growth driver, not a niche offering.
Trusted by leading platforms,
brokers and wealth managers
RetailBook works with a broad network of established distribution partners to deliver retail participation across equity and fixed income.
AJ Bell
Hargreaves Lansdown
Interactive Investor
Albert E Sharp
Canaccord Wealth
Charles Stanley
Clear Capital Markets
Credo Capital
Dowgate Capital Limited
Dowgate Wealth Limited
EFG Harris Allday
GIS
Hobart Capital
AJ Bell
Hargreaves Lansdown
Interactive Investor
Albert E Sharp
Canaccord Wealth
Charles Stanley
Clear Capital Markets
Credo Capital
Dowgate Capital Limited
Dowgate Wealth Limited
EFG Harris Allday
GIS
Hobart Capital
Optiva Securities
Patronus Partners
Raymond James
RC Brown
Shard Capital
Tavira Financial
Walker Crips Group
Evelyn Partners
GPIM
Redmayne Bentley
Rowan Dartington
SI Capital
WH Ireland
Optiva Securities
Patronus Partners
Raymond James
RC Brown
Shard Capital
Tavira Financial
Walker Crips Group
Evelyn Partners
GPIM
Redmayne Bentley
Rowan Dartington
SI Capital
WH Ireland