Shares Pro

Product Roadmap

Welcome to the Shares Pro Roadmap where you can see exactly what the team is building next. Got an idea you’d like to share? Shoot us an email at product@shares.io and we’ll do our best to add it to the roadmap.

In progress
Show clients legal documents
⚙️ Feature
Allow wealth managers to view their clients' documents in Shares Pro, in addition to the emails that are sent.
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.
Improve fee details
🗣️ Communication
Show a detailed breakdown of fees when the a wealth manager's client approves their account application/opening.
Two-factor authentication (2FA)
⚙️ Feature
Enable 2FA login with an authenticator app when signing into Shares Pro, as a security enhancement.
Wealth manager document uploads
⚙️ Feature
Allow CGPs to upload company documents for their business clients. Currently, business clients need to upload their documents when they create their account.
Extra funds details
⚙️ Feature
Display 'withdrawable' cash, 'unsettled cash' and 'blocked by Orders'.
Edit investment plans
⚙️ Feature
Update details, buying/selling assets, amend the allocation of specific assets and cancel non-approved Investment Plans.
Phone number uniqueness
⚙️ Feature
Allow wealth managers to create multiple clients with the same phone number.
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.
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.
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.
Admin portal
⚙️ Feature
Allow certain wealth managers to have additional access to the platform, where they can view all their company's clients.
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.
Investment Plan payment methods
💳 Payments
Choose between cash or Sepa Direct Debit when creating an Investment Plan on behalf of your client.
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.
Upcoming
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.
Edit non-approved clients
⚙️ Feature
Allow wealth managers to edit a client's details before they're successfully onboarded onto Shares Pro.
Save details as draft
⚙️ Feature
Allow the wealth manager to save multiple client details during onboarding so onboarding can be resumed later.
Ex-ante improvements
🗣️ Communication
Adjust the fee calculation to match the investment amount; allowing fees to be clearer for wealth managers and their clients.
PER retirement savings accounts
🏦 Account Wrapper
The addition of a new account type
Completed
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