Partners

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Featured Partners Browse All Partners →

The 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.

ASX operates Australia’s primary securities exchange, the Australian Securities Exchange.

CMC Markets Invest is Australia’s best value online broker.

Interactive Brokers is an online broker that offers low-cost brokerage to investors around the world.

Sharesies makes investing in New Zealand, US, and Australian stock exchanges accessible, with no minimum investment.

Accountants Browse Accountant Partners →

BDO Australia leverages Sharesight to provide award-winning portfolio reporting to its clients.

KPMG is a multinational professional services company.

PwC is a multinational professional services company.

A Squared Advisers is an accounting and business advisory firm based in Newcastle, NSW Australia.

BDO Auckland Partners leverages Sharesight to provide award-winning portfolio reporting to its clients.

Brentnalls is an affiliation of accountancy practices in Australia and New Zealand.

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.

Investment platform Stropro provides access to curated investment strategies from the world’s largest investment banks.

Associations Browse Association Partners →

The ASA is an independent, member-funded, not-for-profit organisation representing Australian retail investors.

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

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

The New Zealand Shareholders Association represents, promotes and protects the interests of investors.

Brokers Browse Broker Partners →

CMC Markets Invest is Australia’s best value online broker.

Interactive Brokers is an online broker that offers low-cost brokerage to investors around the world.

Sharesies makes investing in New Zealand, US, and Australian stock exchanges accessible, 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 is a full trading and clearing participant for Australia’s leading stock exchanges.

Data Providers Browse Data Provider Partners →

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

ASX operates Australia’s primary securities exchange, the Australian Securities Exchange.

Cboe Australia (previously Chi-X Australia) is part of global exchange operator Cboe Global Markets.

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 an accounting and business advisory firm based in Newcastle, NSW Australia.

AJ Financial Planning is an innovative financial planning firm based in Melbourne, Australia.

Bay Financial Partners are full service financial planners located in Tauranga, New Zealand.

Bellmont Securities is a boutique Australian portfolio manager and broker based in Sydney, Australia.

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 is a software company that builds web and mobile applications.

Australian FinTech is a publisher of Australian fintech news, including a comprehensive list of Australian fintechs.

MaxMind is a leading provider of IP intelligence and online fraud prevention tools.

Research Providers Browse Research Provider Partners →

ausbiz is Australia’s only live streaming channel dedicated to business, markets and startups.

Design, validate and retarget diversified investment portfolios to suit your investment 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 allows you to make confident investment decisions with unique fundamental analysis and in-depth visuals.

Software Providers Browse Software Provider Partners →

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

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 budgeting and personal finance software for all walks of life.

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