Streamline your financial management

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

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
Book a call

PEA

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

Business

The most flexible account for businesses, offering the greatest asset selection

All your clients, easily accessible

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

Frequently asked questions

Which accounts can I open for my clients?
Which assets do you currently have on the platform?
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?