Shares Wealth

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
Sell ELTIFs
Feature
Allow for ELTIF investments to be sold within the portfolio.
Advisory fee summary (CSV)
Feature
Allow wealth managers to export their advisory fee data across all their clients and Investment Plans
Sell structured products
Assets
Allow for structured product investments to be sold within the portfolio.
ELTIFs in PEA
Payments
Facilitate ELTIF investments to take place within the PEA account type.
Inbound securities transfer
Feature
Enable clients to seamlessly transfer large investment portfolios to Shares without having to sell their assets.
ELTIFs in Investment Plans
Assets
Make ELTIFs an available asset class among Investment Plans for greater diversification.
CTO and PEA arbitrage
Feature
Allow wealth managers to swap funds between assets of an Investment Plan.
White-label enhancements
Feature
Continuous improvements to the white-label capabilities of Shares Pro for business partners.
PER account opening
Account Wrapper
Enable wealth managers to open PER (Plan d’Épargne Retraite) accounts for their clients, with approval documents signed via e-signature.
Upcoming
Increase PEA universe
Assets
Expand the PEA asset universe with more stocks, leveraged ETFs and PEA-PME accounts.
Edit a client
Feature
Allow for a client's details to be edited by the wealth manager
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.
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.
Completed
Wealth manager hierarchy
Feature
Set dedicated roles and permissions across the platform for different wealth managers.
Edit mutual funds
Assets
Investment Plans containing Mutual Funds can now be edited, bringing them to parity with other plan types. The edit capability also allows the non-acquired entry fees to be updated.
Ex-ante fee information (sell)
Feature
Wealth managers and their clients can view the ex-ante costs information when assets are sold in an Investment Plan.
Re-upload rejected documents
Feature
Allow for wealth managers to re-upload rejected documents.
Partial asset selling
Assets
Enable wealth managers to execute partial sales within clients’ investment plans, across stocks, ETFs, and mutual funds.
SEPA direct debit for ELTIFs
Payments
Allow investments in European Long-Term Investment Funds (ELTIFs) to be funded via SEPA Direct Debit, alongside existing cash payment options.
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.
Fetch business documents
Feature
During business client's onboarding, a wealth manager can automatically fetch their necessary documents
Invoices for advisory fees
Feature
A dedicated invoice for advisory fees, automatically generated through a self-invoicing process from Shares to end clients.
Edit investment plans
Feature
Update details, buying/selling assets, amend the allocation of specific assets and cancel non-approved Investment Plans.
SSO sign in
Feature
Allow wealth management companies to sign in via SSO (single sign on) to improve user experience
SEPA DD for business
Payments
Allow SEPA direct debit to have no restriction, as personal accounts are restricted to 150K per transaction.
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.
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.
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