What to expect when working with us

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Deep expertise in the brokerage domain
The beginning of a long-term partnership
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Ethereum——
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BNB——
Solana——
USDC——
XRP——
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Cardano——
Avalanche——
TRON——
Chainlink——
Polkadot——
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i-investor.co Pro

Product Roadmap

Welcome to the i-investor.co 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 [email protected] and we’ll do our best to add it to the roadmap.

In progress
CTO and PEA arbitrage
⚙️ Feature
Allow wealth managers to swap funds between assets of an Investment Plan.
ELTIFs in Investment Plans
💰 Assets
Make ELTIFs an available asset class among Investment Plans for greater diversification.
See upcoming dividends
⚙️ Feature
View scheduled dividend payments across a client's assets.
Wealth manager dashboard
⚙️ Feature
Allow wealth managers to get an overview of all their assets under management and gain insights into the investments of their customers.
Wealth manager hierarchy
⚙️ Feature
Set dedicated roles and permissions across the platform for different wealth managers.
White-label enhancements
⚙️ Feature
Continuous improvements to the white-label capabilities of i-investor.co Pro for business partners.
PER account opening
🏦 Account Wrapper
Enable wealth managers to open PER (Plan d’Épargne Retraite) accounts for their clients, with approval documents signed via e-signature.
Upcoming
Edit a client
⚙️ Feature
Allow for a client's details to be edited by the wealth manager
Portfolio performance review - V2
⚙️ Feature
Adding performance timeframes: 1M, 1Y, YTD, 1Y etc to each individual asset with an Investment Plan. Additionally, average price in the asset row will be added.
Increase PEA universe
💰 Assets
Expand the PEA asset universe with more stocks, leveraged ETFs and PEA-PME accounts.
Notification centre
🗣️ Communication
A space for wealth managers to view their latest notifications on everything connected to i-investor.co Pro.
See pending plans details
⚙️ Feature
Make the details of a pending plan visible for the wealth manager.
Create a Plan during client onboarding
⚙️ Feature
Facilitate wealth managers being able to create an Investment Plan for their client whilst setting up their account.
Completed
Ex-ante fee information (sell)
⚙️ Feature
Wealth managers and their clients can view the ex-ante costs information when assets are sold in an Investment Plan.
Re-upload rejected documents
⚙️ Feature
Allow for wealth managers to re-upload rejected documents.
Partial asset selling
💰 Assets
Enable wealth managers to execute partial sales within clients’ investment plans, across stocks, ETFs, and mutual funds.
SEPA direct debit for ELTIFs
💳 Payments
Allow investments in European Long-Term Investment Funds (ELTIFs) to be funded via SEPA Direct Debit, alongside existing cash payment options.
Improve fee details (Ex-Ante fee calculation)
🗣️ Communication
Show a detailed breakdown of fees when the a wealth manager's client approves their account application/opening.
Fetch business documents
⚙️ Feature
During business client's onboarding, a wealth manager can automatically fetch their necessary documents
Invoices for advisory fees
⚙️ Feature
A dedicated invoice for advisory fees, automatically generated through a self-invoicing process from i-investor.co to end clients.
Edit investment plans
⚙️ Feature
Update details, buying/selling assets, amend the allocation of specific assets and cancel non-approved Investment Plans.
SSO sign in
⚙️ Feature
Allow wealth management companies to sign in via SSO (single sign on) to improve user experience
SEPA DD for business
💳 Payments
Allow SEPA direct debit to have no restriction, as personal accounts are restricted to 150K per transaction.
Save as draft
⚙️ Feature
Allow a client's profile to be saved as a draft during the onboarding process. This lets the wealth manager return to it later, without losing the progress made.
Mutual funds
💰 Assets
In collaboration with ODDO BHF Asset Management, wealth managers will be able to invest in mutual funds on behalf of their clients.
Send reminder emails
🗣️ Communication
Let wealth managers send reminder emails to their clients to open an account or approve an Investment Plan
Implement E-Signatures
🗣️ Communication
Allow a wealth manager's client to approve documents using an e-signature
Structured products
💰 Assets
In collaboration with ODDO BHF Asset Management, wealth managers will be able to invest in structured products on behalf of their clients.
Extra funds details
⚙️ Feature
Display 'withdrawable' cash, 'unsettled cash' and 'blocked by Orders'.
Wealth manager document uploads
⚙️ Feature
Allow wealth managers to upload company documents for their business clients. Currently, business clients need to upload their documents when they create their account.
Show clients legal documents
⚙️ Feature
Allow wealth managers to view their clients' documents in i-investor.co Pro, in addition to the emails that are sent.
Client portal
⚙️ Feature
A i-investor.co Pro dashboard where a wealth manager's client can login and check their portfolios. It is a ‘view only’ type portal, meaning the client directly invest.
Phone number uniqueness
⚙️ Feature
Allow wealth managers to create multiple clients with the same phone number.
Refining Investment Plan dates
⚙️ Feature
Allow for wealth managers to select a specific day of the month an Investment Plan is executed on, as well as its execution frequency.
Investment Plan payment methods
💳 Payments
Choose between cash or Sepa Direct Debit when creating an Investment Plan on behalf of your client.
Email & password login
⚙️ Feature
The new sign in method will be via entering an email and password, instead of the current 'magic link' sign in.
Fee customisation
⚙️ Feature
Allow wealth management firms customisability over the i-investor.co Pro fee structure.
Investing experience questionnaire
⚙️ Feature
Wealth managers must have clients approve answers on the experience questionnaire before Investment Plans can be created/edited. This aligns with the AMF's standards.
Portfolio performance review - V1
⚙️ Feature
Allow wealth managers to analyse individual assets within a Plan, such as: holdings, purchase price, valuation, gains and allocation. A V2 with greater metrics is coming soon.
CGP withdrawals
⚙️ Feature
Wealth managers to initiate withdrawals and clients approve it, allowing money to be withdrawn
SEPA direct debit
💳 Payments
Payments accepted via direct debit
Sort by surname
⚙️ Feature
Ensure the client list is sorted by surname
Hide client list
⚙️ Feature
Give CGPs the ability to hide their client list when the i-investor.co Pro dashboard is open.
Initial and recurring values as optional
⚙️ Feature
Invest either by one lumpsum investment or by recurring investments.
Pre-filled Plan Templates
⚙️ Feature
Ready-made Investment Plans CGPs can automatically have access to. These are split into Conservative, Moderate, and Aggressive risk profiles, to streamline plan selection.
PEA Monthly Statement
🗣️ Communication
Wealth managers receive an email with their client's PEA monthly statement
Account Statements for Clients
🗣️ Communication
Wealth manager's clients will be emailed details about their portfolio via monthly statements
i-investor.co Pro GPT
⚙️ Feature
An AI chatbot in which CGPs can ask questions to directly in i-investor.co Pro
PEA transfer
⚙️ Feature
The ability to transfer an end client’s PEA to i-investor.co Pro.
Show company names
⚙️ Feature
CGPs with business clients can easily distinguish between their personal clients and business clients in the customer list
Search by ISIN
⚙️ Feature
CGPs will be able to search for assets via an ISIN number
PEA
🏦 Account Wrapper
A PEA is available on the i-investor.co Pro platform
Commodities
💰 Assets
Gold, silver and platinum.
Client investment experience
⚙️ Feature
A CGP can view a client’s investment inside their profile
Pending orders
⚙️ Feature
Orders now show as ‘pending’ if made outside market opening hours
Business account
🏦 Account Wrapper
A wrapper where business owners can invest their spare company cash
Pause a Plan
⚙️ Feature
The ability to pause an Investment Plan
Plan templates
⚙️ Feature
Investment Plans can be saved as a template for future use