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
Payments accepted via direct debit
PEA transfer
⚙️ Feature
The ability to transfer an end client’s PEA to Shares Pro.
Obtain LEI via Shares
⚙️ Feature
Receive a businesses’ LEI number directly in Shares Pro
Edit a plan
⚙️ Feature
The ability to edit an Investment Plan (such as buying/selling assets)
Initial and recurring values as optional
⚙️ Feature
Invest either by one lumpsum investment or by recurring investments.
Simplified fee structure
⚙️ Feature
Our fee structure will become clearer and better suited to CGPs
Search by ISIN
⚙️ Feature
CGPs will be able to search for assets via an ISIN number
Upcoming
Mutual funds
💰 Assets
The addition of a new asset class
Client portal
⚙️ Feature
A portal where the end client can view their portfolios
Onboard SEL, SPFPL, & SCI companies
⚙️ Feature
Adding more types of legal structures for companies, each with its own specific purpose and regulations
2FA
⚙️ Feature
Two-factor authentication login
Structured products
💰 Assets
The addition of a new asset class
Admin account
⚙️ Feature
An account mode where a CGP company admin can view the stats of all CGPs
PER retirement savings accounts
🏦 Account Wrapper
The addition of a new account type
Completed
Show clients legal documents
⚙️ Feature
Easy access to view all legal documents
Plan templates
⚙️ Feature
Investment Plans can be saved as a template for future use
Pause a Plan
⚙️ Feature
The ability to pause an Investment Plan
Business account
🏦 Account Wrapper
A wrapper where business owners can invest their spare company cash
Pending orders
⚙️ Feature
Orders now show as ‘pending’ if made outside market opening hours
Commodities
💰 Assets
Gold, silver and platinum.
Client investment experience
⚙️ Feature
A CGP can view a client’s investment inside their profile
PEA
🏦 Account Wrapper
A PEA is available on the Shares Pro platform