Streamline your financial management

Manage your clients' investments with a modern, slick and flexible platform

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We've partnered with industry leading institutions to ensure all your clients' needs are met

Flexible investment accounts for your all clients

Create KYC customers seamlessly, whilst simplifying your customer management; all through a single platform

CTO

Open up an ordinary securities account for your clients in just a few days
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PEA

Open and transfer a PEA equity savings plan for your clients in a few simple clicks
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Coming soon

Business

The most flexible account for businesses, offering the greatest asset selection
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All your clients, easily accessible

Forget clunky and complicated platforms and experience a new way of managing your clients

Rapid onboarding
Set up new clients in minutes
Set your fees
Personalised fee structure per client

Frequently asked questions

Which accounts can I open for my clients?
Will you facilitate PEA transfers?
Once I’m onboarded, can I request specific assets be added to Shares Pro?
Will my clients have a client portal?
Can my clients pay via SEPA (direct debit)?
How can I onboard onto Shares Pro?