Wealth

The infrastructure behind your wealth management offering

Shares Wealth brings together client onboarding, investment accounts, portfolio management and reporting in one platform. White-label it under your brand and shape it around the way your business works.

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Rapid onboarding

Enrol clients in a day thanks to our easy-to-use onboarding process.

Set your fees

From ready-made plans to bespoke portfolios, get clients invested in minutes.

Ready-made plans

Tailor your offering by setting different fees for each of your clients' Investment Plans.
Why Shares Wealth

Built for how wealth management works today

Go live in weeks

Skip the multi-year build. Onboarding, custody and reporting all ready-to-go. Your team configures the brand and the terms, we handle the rest.

Own the relationship

Your clients see your logo, your domain and your emails. Shares runs underneath, but the relationship, and the trust that comes with it, stays yours.

AI automated operations

Benefit from working with a partner who streamlines your admin-heavy workflows, with technology powered by AI.
Who We Serve

Tech for every corner of the industry

Wealth groups

You run a network of wealth managers and want a shared platform, your branding and central visibility across every entity, without asking each manager to piece together their own tools.

Banks & insurers

You want to add wealth management to what you already offer, under your own name, without taking on years of build time or a new licensing headache.

Fintechs

You're building a financial product and want investment capability without building a custody and execution stack from scratch.

wealth managers

You already have a client base and are seeking a new wealth management platform that comes with speedy onboarding, a range of wrappers and a diverse set of asset types ready-to-go.

Wrappers

Accounts to match every client goal

CTO
Open up an ordinary securities account for clients in just a few days.
PEA
Transfer or open a PEA equity savings plan for clients in a few simple clicks.
CTO Business
The most flexible account for businesses, offering the greatest asset selection.
PER
A tax advantaged retirement savings account.
Product Features

For both sides of the wealth experience

Manager Portal
Client Portal

The Manager Portal

Oversee clients, track portfolios and manage investment activity from one portal.

Secure onboarding

Onboard new clients through a secure, compliant process.

Portfolio management

Diversify with Investment Plans and easily adjust asset allocations.

Know your clients

Issue smart risk assessments to ensure your clients are investing in suitable asset classes.

The Client Portal

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

Confirm and approve

Let clients approve each transaction via a frictionless flow.

Track the performance

Give clients access to their portfolio, 24 hours a day, 7 days a week.

Easy document access

Allow clients to quickly access their important documents.
investment vehicles

Diverse portfolios, built in an instant

Create diversified investment portfolios for clients via Investment Plans or one-off investments.
Mutual Funds
Stocks
ETFs
Commodities
Structured Products
ELTIFs

Mutual Funds

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

Stocks

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

ETFs

Access more than 200 diversified exchange-traded funds.

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.

ELTIFs

Use European long-term investment funds to invest in patient capital.
Delivery

Your wealth offering, powered by Shares

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

White label

Run Shares Wealth under your own brand. Your logo, your domain, your emails, your client relationships. Your network logs in via your SSO, and clients never know Shares is involved.

Shares API

Integrate directly with the Shares Wealth API for client accounts, holdings and transactions, and design the experience yourself. We handle the infrastructure underneath, you handle the front end.

Turnkey

Prefer to start using a wealth management platform today, without any customisation? Individual Wealth Managers can sign up directly on our own product and start onboarding clients right away.

Didn’t find what you are looking for?

Integrate directly with your own systems, a bespoke feature, a different onboarding flow.
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