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
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.
Portfolio performance review
⚙️ Feature
Giving greater level of detail to the performance of a client's portfolio
Ex-ante improvements
🗣️ Communication
Making access to Ex-Ante information more accessible inside Shares Pro
Edit a plan
⚙️ Feature
The ability to edit an Investment Plan (such as buying/selling assets)
Upcoming
Admin account
⚙️ Feature
An account mode where a CGP company admin can view the stats of all CGPs
2FA
⚙️ Feature
Two-factor authentication login
PER retirement savings accounts
🏦 Account Wrapper
The addition of a new account type
Structured products
💰 Assets
The addition of a new asset class
Mutual funds
💰 Assets
The addition of a new asset class
Completed
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Wealth managers to initiate withdrawals and clients approve it, allowing money to be withdrawn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
Account opening (same email/phone number)
⚙️ Feature
Clients are able to open a personal and business account on Shares Pro under the same email and phone number.
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.
Simplified fee structure
⚙️ Feature
Our fee structure will become clearer and better suited to CGPs
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
Show clients legal documents
⚙️ Feature
Easy access to view all legal documents
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