*Available in France only.
Once your Client is fully onboard (for more information, please check this article: How to create Clients with personal accounts? How to create Clients with business accounts?) you can create a Plan for them and manage it effectively.
Creating a Plan
Log in to the Shares Pro platform: Access your account by clicking on the magic link sent to your email address to log in.
Select Your Client: From the left-side menu, locate and select the client for whom you want to create the Plan.
Click on “Create a Plan”: You will find this option in the top-right corner of the screen.
Click on “Create a new Plan”: Create a completely new Plan or use your saved templates. Learn more about Plan templates from our article: How to create and manage Plan templates on the Shares Pro platform?
Provide Required Information: Fill in all necessary details:
Plan name;
Advised management fee (optional, 1.0 % max);
Initial Investment: This is optional, with a minimum of 250 EUR;
Recurring Amount: This is mandatory:
For CTO accounts, the minimum recurring amount is 50 EUR.
For PEA accounts, the minimum recurring amount is 200 EUR.
Start date;
Frequency (weekly, monthly, bi-weekly, quarterly, or annually).
Add Desired Assets: If you're not using a template, click the “+” icon next to each asset you want to add (you can add up to 20 assets).
Manual Allocation: Enter the percentage allocation for each asset manually, ensuring the total adds up to 100%.
Alternatively, click the “Split Evenly” button to automatically distribute the allocation evenly across the selected assets.
Save as Template: If you wish you can save this allocation as a template so you can re-use it for every new Investment Plan.
Submit for Review: Once you’ve completed all the details, click “Submit for Review.” The request will then be sent to your client for review and approval via email.
Managing a Plan
To view or manage the Plan details, go to the left-side menu, find and select the client whose Plan you want to check/modify.
You will see all the details of the Plan such as:
Invested amount: shows the total amount was invested in the Plan. It’s calculated by multiplying the times of successful execution by the amount, excluding fees.
Gain: the sum of the losses and gains of the Plan, excluding fees.
All time: portfolio performance from the close of the last trading day over 1 day, 1 week, 1 month, 1 year and all time.
Allocation: the total allocation for the entire portfolio, calculated based on the total amount invested.
Created on: the date when the Plan was created.
Payment method: currently only regular bank transfer.
Recurring investment: the sum of amount invested monthly, weekly, biweekly, quarterly, or annually. The date of the next execution of the Plan.
Advised management fee: the details of the advisory fee and the date when it will be taken.
Assets: the assets included in the Plan and their return in percentage.
To cancel a Plan, follow these steps:
Select the Plan: In the client’s details, find the Plan you wish to cancel.
Click the Three Dots: Next to the cross icon, click on the three dots (options menu).
Review the Cancellation request: Carefully review the cancellation details before proceeding.
Confirm your Request: Once you're satisfied with the cancellation details, click the “Submit Request” button to initiate the cancellation process.
Client Notification: The client will receive an email asking them to review and confirm the cancellation.
Confirmation and Notification: Once the client confirms the cancellation, the Plan will be officially cancelled, and you will receive an email notification confirming the action. Upon cancellation, all assets within the Plan will be automatically sold, and the proceeds will be transferred to 'Available Funds'.