Activate data-intelligence for business growth with Sharesight
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.
Your company logo and partnership overview on the Sharesight website
Partnership announcement on Sharesight blog and newsletter
|API demo environment|
For trialling Sharesight integration
|Dedicated account management|
Engage with your account manager to access the support of the Sharesight team
Live Sharesight product training and onboarding for your team
GROW — Unlock growth opportunities as you progress in status level.
Access to branding materials and templates via the Sharesight Marketing Hub
Gain exposure to Sharesight audience by contributing leadership content for blogs and articles
Eligible for complementary customer offers
|Webinars & events|
Participate in educational and leadership-enhancing webinars and live events
Opportunity to contribute commentary/quotes on industry topics to be shared in relevant Sharesight marketing and media content
ENGAGE — Dive deeper with networking events that extend your expertise.
Invitation to attend quarterly live networking events to engage with the Sharesight community
|API ecosystem group|
Qualified to participate in this selective group to take a deep dive into our roadmap
|Dedicated training days|
A half day dedicated to training your staff across departments on GTM strategy, product bundles, and support
INNOVATE — Immerse yourself in technology projects, and elevate your brand through custom audience amplification.
|Latest API access|
Priority access to the latest API functionality
|Quarterly business reviews|
Review retrospective data to measure activities and plan growth strategy for the upcoming quarter
|Audience amplification co-op & CSR|
Take part in a gamified marketing initiative which includes content/media amplification, and CSR activity driven by the partner community (TBC)
Why partner with Sharesight?
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 & RETAIN
Upgrade your customer experience offering by providing clients with an award-winning portfolio tracker, for improved ‘stickiness’.
MEET CLIENT DEMAND
Build to the Sharesight API and allow your customers to easily import their historical trades into their Sharesight portfolio.
CONVERT & GROW
Gain exposure to our fast-growing universe of self-directed investors and get the support of Sharesight partner marketing.
Get the endorsement and support you need from the Sharesight team, with dedicated account management and product training.
GET DATA INSIGHTS
Gain actionable insights from credible 3rd party providers, with secure financial and trading data input and retrieval.
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.