---
canonical: "https://www.softatlas.io/shares/products/shares-pro"
name: "Shares Pro"
provider: "Shares"
category: "Productivity & Collaboration / Project Management / Portfolio Management"
review_count: 0
ai_powered: false
website: "https://www.shares.io/pro"
updated: "2026-07-31"
---

# Shares Pro

By [Shares](/shares.md)

Shares Pro is a dedicated platform for wealth managers, providing sophisticated tools for wealth management and client engagement.

## Features
- Manage clients' investments directly on the platform
- Utilize CRM tools to enhance client relationships
- Provide clients with instant access to their portfolio
- Capture necessary approvals for account openings and trades
- Store critical documents while maintaining a clear audit trail
- Comply with regulatory requirements through client risk assessments
- Access thousands of financial instruments for diversified portfolios
- Customize platforms with white-label solutions and APIs

## Built for
EXECUTIVES

Source: https://www.softatlas.io/shares/products/shares-pro