Technology partnerships

Activate data-intelligence for business growth with Sharesight



Become a partner
Technology partnerships

Activate growth opportunities

Connect to the Sharesight API to activate data-intelligence for performance insights and tax-reporting. Leverage a growing network of technology partners, and access tools and resources to support your business and drive growth.


Account management

Dedicated account manager and quarterly business review


API integration

Demo environment for API testing, and priority access to the latest API functionality and roadmaps


Product training

Dedicated product training and onboarding for your team


Marketing

Launch activities, access to marketing hub, opportunities for joint marketing campaigns and special offers.

*Available activities dependant on partner tier

Join the Sharesight Partner program

Your partnership tier will be determined based on a number of strategic growth factors. Get started today to activate your growth opportunities with Sharesight.

Launch
Gain exposure with a listing on the Sharesight Partner Directory and marketing launch activities

Active
Strategic
Preferred

Partner Directory

Announcement

API demo environment

Dedicated account management

Product training


Grow
Unlock growth opportunities as you progress in status level

Active
Strategic
Preferred

Marketing Hub

Marketing content

Customer offers

Webinars & events

Leadership commentary


Engage
Dive deeper with networking events that extend your expertise

Active
Strategic
Preferred

Networking

API ecosystem group

Dedicated training days


Innovate
Immerse yourself in technology projects, and elevate your brand through custom audience amplification

Active
Strategic
Preferred

Latest API access

Quarterly business reviews

Audience amplification co-op & CSR

Why partner with us?

Partners work with Sharesight to extend their product functionality, to leverage our API for performance and tax reporting, and to gain exposure to our fast growing universe of more than 300,000+ experienced, self-directed investors.

Differentiate and retain

Differentiate and retain

Upgrade your customer experience offering by providing clients with an award-winning portfolio tracker, for improved ‘stickiness’.

Meet client demand

Meet client demand

Build to the Sharesight API and allow your customers to easily import their historical trades into their Sharesight portfolio.

Convert and grow

Convert and grow

Gain exposure to our fast-growing universe of self-directed investors and get the support of Sharesight partner marketing.

Leverage support

Leverage support

Get the endorsement and support you need from the Sharesight team, with dedicated account management and product training.

Get data insights

Get data insights

Gain actionable insights from credible 3rd party providers, with secure financial and trading data input and retrieval.

Extended functionality

Extended functionality

A superior out-of-the-box portfolio reporting solution that’s fast and easy to deploy, so you can stay focused on what you do best.

Don't just take our word for it

Over 300,000+ investors track their investments with Sharesight. Here’s what a few of them have to say: