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
Portfolio Performance Review
⚙️ Feature
Giving greater level of detail to the performance of a client's portfolio
SEPA direct debit
💳 Payments
Payments accepted via direct debit
Account Statements for Clients
🗣️ Communication
Wealth manager's clients will be emailed details about their portfolio via monthly statements
CGP Withdrawals
⚙️ Feature
Wealth managers to initiate withdrawals and clients approve it, allowing money to be withdrawn
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
Shares Pro GPT
⚙️ Feature
An AI chatbot in which CGPs can ask questions to directly in Shares Pro
Initial and recurring values as optional
⚙️ Feature
Invest either by one lumpsum investment or by recurring investments.
Edit a plan
⚙️ Feature
The ability to edit an Investment Plan (such as buying/selling assets)
Simplified fee structure
⚙️ Feature
Our fee structure will become clearer and better suited to CGPs
Upcoming
Admin account
⚙️ Feature
An account mode where a CGP company admin can view the stats of all CGPs
Onboard SEL, SPFPL, & SCI companies
⚙️ Feature
Adding more types of legal structures for companies, each with its own specific purpose and regulations
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
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