Virtual currencies, real risks. The only guarantee in crypto is risk.
there is no legal mechanism on the virtual currencies market to prevent market manipulation or insider dealing;
virtual currencies depend entirely on a specific computer technology and infrastructure, which in certain cases may be very recent and not yet adequately tested;
if one loses the identification code or password giving access to the virtual wallet in which the virtual currency is stored, the currency held therein will be irretrievably lost;
virtual currencies are currently accepted as a means of payment to a limited extent, and in most countries there is no legal obligation to accept them;
for more information about the risks associated with an investment in virtual currencies, we advise you to read the Wikifin page What is a cryptocurrency?
How Eres revolutionised wealth management with Shares technology
Introduction
Eres Titres, a fully digital solution for standard securities accounts and PEA plans developed with Shares, offers wealth managers and their clients a modern, seamless, and intuitive investment experience on the financial markets. Designed for maximum flexibility, the platform lets wealth advisors freely set their advisory fees and offer a transparent, adjustable, and competitive management-fee structure.
Project overview
Eres and Shares developed Eres Titres to give access to a diversified range of financial instruments across all asset classes and geographies: over 1,600 fractional shares, 500 mutual funds (OPCVM), 290 ETFs, structured products and profiled funds managed by Eres Gestion.
The offer includes a PEA, PEA–PME, PEA Jeune, and a standard securities account (CTO). These wrappers were designed to help wealth managers optimise investment strategies for a wide variety of individual clients, professionals, business owners, freelancers, young investors, and retirees – as well as meet the treasury-management needs of corporate clients such as holding companies, real-estate investment entities (SCI), professional practices, or commercial companies.
About Eres
Eres is a major independent player in French financial services, specialising in employee savings and retirement solutions, covering the design, deployment, monitoring, and management of savings products. The company serves all types of businesses – from micro-enterprises and SMEs to large listed groups.
The company operates both directly, serving larger clients and indirectly through a broad network of independent distributors: wealth managers, brokers, and chartered accountants.
It supports more than 28,000 corporate clients and 300,000 savers, managing over €7 billion in employee-savings and retirement assets.
The Challenge for Eres
Eres aims to reinvent how wealth managers and their clients access the financial markets. To get there, they needed a platform that combines products and user experience in a way that is smooth, modern and high-performing – this is where Eres turned to Shares.
"At Shares, we believe technology should simplify and enrich the investment experience. We are proud to support Eres in this new chapter and grateful for their trust"
