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
Obtain LEI via Shares
Receive a businesses’ LEI number directly in Shares Pro
Edit a plan
The ability to edit an Investment Plan (such as buying/selling assets)
Shares Pro GPT
An AI chatbot in which CGPs can ask questions to directly in Shares Pro
PEA Monthly Statement
🗣️ Communication
Wealth managers receive an email with their client's PEA monthly statement
Upcoming
Mutual funds
The addition of a new asset class
Onboard SEL, SPFPL, & SCI companies
Adding more types of legal structures for companies, each with its own specific purpose and regulations
2FA
Two-factor authentication login
Structured products
The addition of a new asset class
Admin account
An account mode where a CGP company admin can view the stats of all CGPs
PER retirement savings accounts
The addition of a new account type
Completed
Plan templates
Investment Plans can be saved as a template for future use
Pause a Plan
The ability to pause an Investment Plan
Business account
A wrapper where business owners can invest their spare company cash
Pending orders
Orders now show as ‘pending’ if made outside market opening hours
Commodities
Gold, silver and platinum.
Client investment experience
A CGP can view a client’s investment inside their profile