Partner with Sharesight for growth



Access award-winning portfolio performance and tax reporting

sharesight ecosystem

A connected experience, with data-intelligence for business growth

Sharesight believes in building a connected ecosystem of solutions that puts investors in control. 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 experienced self-directed investors, financial advisors, family offices, and accounting firms.

We work collaboratively with our partners to solve problems across the financial, technology and marketing spectrum. Our partnerships take on many forms. Sharesight can be a supplemental add-on, or a core application.

Ways to partner with Sharesight

Typically our partners fall into two main categories; accountants and financial advisers who benefit from Sharesight to minimise admin and maximise insights to clients, and API technology partners who integrate with Sharesight to leverage data intelligence and connected audiences.

Accountants & financial advisers

Simplified portfolio admin and intelligence for your clients, with partner benefits.

API technology partners

Connect to the Sharesight API for portfolio data input and retrieval, with partner benefits.

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.
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DIFFERENTIATE & RETAIN

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

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

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

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

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

Sharesight integration makes insightful financial transactions simple

The Sharesight API allows you to integrate your platform or data with Sharesight’s online portfolio management software.
Access is permissioned on a per-user level.