Partners

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Featured Partners Browse All Partners →

The Australian Shareholders’ Association (ASA) is an independent, member-funded, not-for-profit organisation representing Australian retail investors.

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia.

Sharesight contributes investor education articles to the ASX and participates in various investor events hosted by the ASX throughout Australia. Learn more!

CMC Markets Invest is Australia’s best value online broker. Choose from a wide range of investment products available on the ASX and global markets.

Interactive Brokers is an online broker based out of the United States that offers low-cost brokerage and global market access to investors around the world.

The Sharesies platform gives an accessible way to invest in New Zealand, US, and Australian stock exchanges with no minimum investment.

Accountants Browse Accountant Partners →

BDO Australia Partners is a Sharesight Partner that leverages Sharesight to provide award-winning portfolio reporting to its clients. Learn more today!

KPMG is a multinational professional services company.

PwC is a multinational professional services company.

A Squared Advisers is a Sharesight Pro Partner that leverages Sharesight to provide award-winning portfolio reporting to its clients. Learn more today!

BDO Auckland Partners is a Sharesight Partner that leverages Sharesight to provide award-winning portfolio reporting to its clients. Learn more today!

Brentnalls is a Sharesight Pro Partner that leverages Sharesight to provide award-winning portfolio reporting to its clients. Learn more today!

Asset Managers and Robo-Advisors Browse Asset Managers and Robo-Advisor Partners →

Affluence Funds Management is a boutique investment management firm based in Brisbane, Australia.

Macrovue is an Australian trading platform that offers model portfolios.

Six Park is an automated investment management service (“robo-advisor”) based in Australia.

Associations Browse Association Partners →

The Australian Shareholders’ Association (ASA) is an independent, member-funded, not-for-profit organisation representing Australian retail investors.

The AIA is Australia’s leading non-profit organisation providing assistance to its members to make improved investment decisions.

FinTech Australia is an association of startups in the Australian financial services sector.

The NZSA seeks to support and encourage ethical management and sound governance of listed companies for the benefit of all shareholders.

Brokers Browse Broker Partners →

CMC Markets Invest is Australia’s best value online broker. Choose from a wide range of investment products available on the ASX and global markets.

Interactive Brokers is an online broker based out of the United States that offers low-cost brokerage and global market access to investors around the world.

The Sharesies platform gives an accessible way to invest in New Zealand, US, and Australian stock exchanges with no minimum investment.

Marketech Focus is a an online broker based in Australia.

Pearler is a an online broker based in Australia.

amscot Stockbroking leverage the Sharesight API to allow their clients to automatically push trade data into Sharesight. Learn more today!

Data Providers Browse Data Provider Partners →

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia.

Sharesight contributes investor education articles to the ASX and participates in various investor events hosted by the ASX throughout Australia. Learn more!

Chi-X Australia is a stock exchange and derivatives market operator. Sharesight relies on Chi-X for its 20-minute delayed pricing for ASX holdings. Learn more!

Computershare provides stock registration and investor services.

FactSet provides financial data to global financial institutions.

Fundata provides information on Canadian investment funds.

Financial Advisors Browse Financial Advisor Partners →

A Squared Advisers is a Sharesight Pro Partner that leverages Sharesight to provide award-winning portfolio reporting to its clients. Learn more today!

AJ Financial Planning are a Sharesight Pro Gold Partner that leverages Sharesight to provide award-winning portfolio reporting to their clients. Learn more!

Bay Financial Partners is a Sharesight Pro Partner that leverages Sharesight to provide award-winning portfolio reporting to its clients. Learn more today!

Bellmont Securities is a Sharesight Pro Partner that leverages Sharesight to provide award-winning portfolio reporting to its clients. Learn more today!

Cornerstone Wealth is a financial planning firm situated in the eastern suburbs of Melbourne, Australia.

Financial Keys is a firm of professional financial advisers based in Sydney, Australia.

Other Browse Other Partners →

Abletech design and build web and mobile applications. Abletech built the initial version of Sharesight and continue to provide development assistance.

Sharesight relies on Australian FinTech to keep informed on industry news, and to help get the word out about company and product updates at Sharesight.

Sharesight includes GeoLite2 data created by MaxMind.

Research Providers Browse Research Provider Partners →

Diversiview allows investors to design, validate and retarget diversified investment portfolios to suit their risk and return expectations.

Firstlinks is a free investment newsletter written by Australian financial market professionals.

Forwardcaster allows you to improve returns by building and testing your own long-term investment strategies.

Livewire brings together investment insights from Australia’s leading investment professionals.

Simply Wall St helps you make informed decisions by giving you access to institutional quality data and analysis presented visually.

Stockfox is a a virtual sharemarket advisory app that helps you decide when to buy and sell stocks.

Software Providers Browse Software Provider Partners →

Sharesight has partnered with Xero to provide a seamless solution between portfolio management and portfolio accounting. Learn more today!

myprosperity is software that empowers advisers and their clients to make the most of their finances.

nutworth lets you track and analyse your net worth with ease.

PocketSmith is personal finance software for all walks of life.

ProductRex is a free product research solution for financial advisers, paraplanners, administrators and anyone working in financial planning.