Streamline your financial management

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

Partnering with industry leading institutions

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
Book a call

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?
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?