What to expect when working with us

Clear focus on understanding your problem
Deep expertise in the brokerage domain
The beginning of a long-term partnership
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Streamline your financial management

Manage your clients' investments directly on our turnkey platform, through a dedicated Shares partner, or by launching your own white label product

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Rapid onboarding

Enrol clients in a day, thanks to our speedy onboarding process

Set your fees

Enrol clients in a day, thanks to our speedy onboarding process

Ready-made plans

Enrol clients in a day, thanks to our speedy onboarding process
Client management

Own the client relationship

Utilise best-in-class CRM tools to enhance your client relationships

The Client Portal

Give your clients instant access to their portfolio. From performance to key documents, everything is here

Confirmation and approvals

Securely capture necessary approvals for account openings and trades

Document management

Easily store critical documents while maintaining a clear audit trail for compliance

Client appropriateness

Comply with regulatory requirements by ensuring client risk assessments are in place
investment vehicles

Instant access thousands of financial instruments

Create a truly diversified investment portfolio for your clients
Stocks
ETFs
Commodities
Structured Products
Mutual Funds
ELTIFs

Stocks

Invest in over 1,000 individual companies spanning across Europe and America
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ETFs

Access more than 200 diversified exchange-traded funds
View all

Commodities

Take your pick from market-leading commodities like gold, silver and platinum

Structured Products

Request tailor-made investment products that align with your clients’ needs

Mutual Funds

Add institutional-quality funds for to your clients’ Investment Plans

ELTIFs

Use European long-term investment funds to invest in patient capital
Partnering with industry leading institutions
Wrappers

Offer your clients flexible investment wrappers

Create tax-advantaged customer accounts, quickly and efficiently

CTO
Open up an ordinary securities account for your clients in just a few days
PEA
Open and transfer a PEA equity savings plan for your clients in a few simple clicks
CTO Business
The most flexible account for businesses, offering the greatest asset selection
services

Solutions fit for your needs

From fully customised platforms to our plug-and-play APIs, we have the technology to enhance your financial offering
Custom

Get a fully bespoke solution that meets all of your needs

White label

Easily customise the look and feel to match your branding

API

Tap into market- leading Plug & Play APIs

Start streamlining your financial management

Check out APIs that can help you build one of the best investing platforms in the market by speaking to one of the team today
Get in touch
Roadmap

See what’s next

See what’s coming next in the Shares Pro roadmap and email your future requests straight to our product team
In progress
Mutual funds
💰 Assets
In collaboration with ODDO BHF Asset Management, wealth managers will be able to invest in mutual funds on behalf of their clients.
Fetch business documents
⚙️ Feature
During business client's onboarding, a wealth manager can automatically fetch their necessary documents
Edit a client
⚙️ Feature
Allow for a client's details to be edited by the wealth manager
Save as draft
⚙️ Feature
Allow a client's profile to be saved as a draft during the onboarding process. This lets the wealth manager return to it later, without losing the progress made.
SEPA DD for business
💳 Payments
Allow SEPA direct debit to have no restriction Personal is restricted to 150K per transaction (currently £150k per transaction)
Create French overseas clients
⚙️ Feature
Allow wealth managers to create clients residing in French Overseas territories
SSO sign in
⚙️ Feature
Allow wealth management companies to sign in via SSO (single sign on) to improve user experience
Improve fee details (Ex-Ante fee calculation)
🗣️ Communication
Show a detailed breakdown of fees when the a wealth manager's client approves their account application/opening.
Edit investment plans
⚙️ Feature
Update details, buying/selling assets, amend the allocation of specific assets and cancel non-approved Investment Plans.
Upcoming
Portfolio performance review - V2
⚙️ Feature
Adding performance timeframes: 1M, 1Y, YTD, 1Y etc to each individual asset with an Investment Plan. Additionally, average price in the asset row will be added.
Increase PEA universe
💰 Assets
Expand the PEA asset universe with more stocks, leveraged ETFs and PEA-PME accounts.
Notification centre
🗣️ Communication
A space for wealth managers to view their latest notifications on everything connected to Shares Pro.
See pending plans details
⚙️ Feature
Make the details of a pending plan visible for the wealth manager.
Remove a client
⚙️ Feature
Provide the wealth manager with direct capabilities to remove a client instead of manually needing to do so via the customer support team.
Create a Plan during client onboarding
⚙️ Feature
Facilitate wealth managers being able to create an Investment Plan for their client whilst setting up their account.
PER retirement savings accounts
🏦 Account Wrapper
The addition of a new account type
Completed
Send reminder emails
🗣️ Communication
Let wealth managers send reminder emails to their clients to open an account or approve an Investment Plan
Implement E-Signatures
🗣️ Communication
Allow a wealth manager's client to approve documents using an e-signature
Structured products
💰 Assets
In collaboration with ODDO BHF Asset Management, wealth managers will be able to invest in structured products on behalf of their clients.
Extra funds details
⚙️ Feature
Display 'withdrawable' cash, 'unsettled cash' and 'blocked by Orders'.
Wealth manager document uploads
⚙️ Feature
Allow wealth managers to upload company documents for their business clients. Currently, business clients need to upload their documents when they create their account.
Show clients legal documents
⚙️ Feature
Allow wealth managers to view their clients' documents in Shares Pro, in addition to the emails that are sent.
Client portal
⚙️ Feature
A Shares Pro dashboard where a wealth manager's client can login and check their portfolios. It is a ‘view only’ type portal, meaning the client directly invest.
Phone number uniqueness
⚙️ Feature
Allow wealth managers to create multiple clients with the same phone number.
Refining Investment Plan dates
⚙️ Feature
Allow for wealth managers to select a specific day of the month an Investment Plan is executed on, as well as its execution frequency.
Investment Plan payment methods
💳 Payments
Choose between cash or Sepa Direct Debit when creating an Investment Plan on behalf of your client.
Email & password login
⚙️ Feature
The new sign in method will be via entering an email and password, instead of the current 'magic link' sign in.
Fee customisation
⚙️ Feature
Allow wealth management firms customisability over the Shares Pro fee structure.
Investing experience questionnaire
⚙️ Feature
Wealth managers must have clients approve answers on the experience questionnaire before Investment Plans can be created/edited. This aligns with the AMF's standards.
Portfolio performance review - V1
⚙️ Feature
Allow wealth managers to analyse individual assets within a Plan, such as: holdings, purchase price, valuation, gains and allocation. A V2 with greater metrics is coming soon.
CGP withdrawals
⚙️ Feature
Wealth managers to initiate withdrawals and clients approve it, allowing money to be withdrawn
SEPA direct debit
💳 Payments
Payments accepted via direct debit
Sort by surname
⚙️ Feature
Ensure the client list is sorted by surname
Hide client list
⚙️ Feature
Give CGPs the ability to hide their client list when the Shares Pro dashboard is open.
Initial and recurring values as optional
⚙️ Feature
Invest either by one lumpsum investment or by recurring investments.
Pre-filled Plan Templates
⚙️ Feature
Ready-made Investment Plans CGPs can automatically have access to. These are split into Conservative, Moderate, and Aggressive risk profiles, to streamline plan selection.
PEA Monthly Statement
🗣️ Communication
Wealth managers receive an email with their client's PEA monthly statement
Account Statements for Clients
🗣️ Communication
Wealth manager's clients will be emailed details about their portfolio via monthly statements
Shares Pro GPT
⚙️ Feature
An AI chatbot in which CGPs can ask questions to directly in Shares Pro
PEA transfer
⚙️ Feature
The ability to transfer an end client’s PEA to Shares Pro.
Show company names
⚙️ Feature
CGPs with business clients can easily distinguish between their personal clients and business clients in the customer list
Search by ISIN
⚙️ Feature
CGPs will be able to search for assets via an ISIN number
PEA
🏦 Account Wrapper
A PEA is available on the Shares Pro platform
Commodities
💰 Assets
Gold, silver and platinum.
Client investment experience
⚙️ Feature
A CGP can view a client’s investment inside their profile
Pending orders
⚙️ Feature
Orders now show as ‘pending’ if made outside market opening hours
Business account
🏦 Account Wrapper
A wrapper where business owners can invest their spare company cash
Pause a Plan
⚙️ Feature
The ability to pause an Investment Plan
Plan templates
⚙️ Feature
Investment Plans can be saved as a template for future use
View full roadmap

Frequently asked questions

Which accounts can I open for my clients?
Which assets do you currently have on the platform?
Will you facilitate PEA transfers?
Once I’m onboarded, can I request specific assets be added to Shares Pro?
Can my clients pay via SEPA Direct Debit?

Streamline your financial management

Manage your clients' investments with a modern, slick and flexible platform

Book a callBecome a partner
Partnering with industry leading institutions

Flexible investment accounts for your all clients

Create KYC customers seamlessly, whilst simplifying your customer management; all through a single platform

CTO

Open up an ordinary securities account for your clients in just a few days
Book a call

PEA

Open and transfer a PEA equity savings plan for your clients in a few simple clicks
Book a call
Coming soon

Business

The most flexible account for businesses, offering the greatest asset selection
Book a call

All your clients, easily accessible

Forget clunky and complicated platforms and experience a new way of managing your clients

Rapid onboarding
Set up new clients in minutes
Set your fees
Personalised fee structure per client

Client brochure

Provide your clients with a professional overview of the robust, trustworthy and reliable platform behind their investments.
Download brochure (FR)