Wealth

The infrastructure behind your wealth management offering

Shares Wealth brings together client onboarding, investment accounts, portfolio management and reporting in one platform. White-label it under your brand and shape it around the way your business works.

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Rapid onboarding

Enrol clients in a day thanks to our easy-to-use onboarding process

Set your fees

From ready-made plans to bespoke portfolios, get clients invested in minutes

Ready-made plans

Tailor your offering by setting different fees for each of your clients' Investment Plans
Why Shares Wealth

Built for how wealth management works today

Go live in weeks

Skip the multi-year build. Onboarding, custody and reporting all ready-to-go. Your team configures the brand and the terms, we handle the rest.

Own the relationship

Your clients see your logo, your domain and your emails. Shares runs underneath, but the relationship, and the trust that comes with it, stays yours.

AI automated operations

Benefit from working with a partner who streamlines your admin-heavy workflows, with technology powered by AI.
Why Wealth

Tech for every corner of the industry

Wealth groups

You run a network of wealth managers and want a shared platform, your branding and central visibility across every entity, without asking each manager to piece together their own tools.

Banks & insurers

You want to add wealth management to what you already offer, under your own name, without taking on years of build time or a new licensing headache.

Fintechs

You're building a financial product and want investment capability without building a custody and execution stack from scratch.

wealth managers

You already have a client base and are seeking a new wealth management platform that comes with speedy onboarding, a range of wrappers and a diverse set of asset types ready-to-go.

Why Wealth

Accounts to match every client goal

CTO
Open up an ordinary securities account for clients in just a few days
PEA
Transfer or open a PEA equity savings plan for clients in a few simple clicks
CTO Business
The most flexible account for businesses, offering the greatest asset selection
PER
A tax advantaged retirement savings account
Product Features

For both sides of the wealth experience

Manager Portal
Client Portal

The Manager Portal

Oversee clients, track portfolios and manage investment activity from one portal.

Secure onboarding

Onboard new clients through a secure, compliant process.

Portfolio management

Diversify with Investment Plans and easily adjust asset allocations.

Know your clients

Issue smart risk assessments to ensure your clients are investing in suitable asset classes.

One platform, three verticals

Scaleable technology allowing wealth managers to grow, streamline and supervise client funds.

One platform, three verticals

Scaleable technology allowing wealth managers to grow, streamline and supervise client funds.

One platform, three verticals

Scaleable technology allowing wealth managers to grow, streamline and supervise client funds.

One platform, three verticals

Scaleable technology allowing wealth managers to grow, streamline and supervise client funds.
investment vehicles

Diverse portfolios, built in an instant

Access thousands of financial instruments for your clients portfolio. Mutual funds, ETFs, and not limited
Mutual Funds
Stocks
ETFs
Commodities
Structured Products
ELTIFs

Mutual Funds

Add institutional-quality funds for to your clients’ Investment Plans

Mutual Funds

Add institutional-quality funds for to your clients’ Investment Plans

Mutual Funds

Add institutional-quality funds for to your clients’ Investment Plans

Mutual Funds

Add institutional-quality funds for to your clients’ Investment Plans

Mutual Funds

Add institutional-quality funds for to your clients’ Investment Plans

Mutual Funds

Add institutional-quality funds for to your clients’ Investment Plans
Delivery

Your wealth offering, powered by Shares

From fully customised platforms to our plug-and-play APIs, we have the technology to enhance your financial offering

White label

Run Shares Wealth under your own brand. Your logo, your domain, your emails, your client relationships. Your network logs in via your SSO, and clients never know Shares is involved.

White label

Run Shares Wealth under your own brand. Your logo, your domain, your emails, your client relationships. Your network logs in via your SSO, and clients never know Shares is involved.

White label

Run Shares Wealth under your own brand. Your logo, your domain, your emails, your client relationships. Your network logs in via your SSO, and clients never know Shares is involved.

Didn’t find what you are looking for?

Integrate directly with your own systems, a bespoke feature, a different onboarding flow.
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