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
SEPA direct debit
Payments accepted via direct debit
Show clients legal documents
Easy access to view all legal documents
PEA transfer
The ability to transfer an end client’s PEA to Shares Pro.
Obtain LEI via Shares
Receive a businesses’ LEI number directly in Shares Pro
Modification d’un plan
Possibilité de modifier un plan d’investissement (achat/vente d’actifs, etc.).
Upcoming
Mutual funds
The addition of a new asset class
Client portal
A portal where the end client can view their portfolios
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 (Compte administrateur)
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