How CMC Markets uses Sharesight to deliver tax and portfolio reporting
We talk to CMC Markets about why they built to the Sharesight API and how the partnership helps CMC provide customers with tax and portfolio reporting.
How NZSA boosted engagement using Sharesight to build a trading game
We talk to Martin Dowse from the New Zealand Shareholders' Association (NZSA) about how he used Sharesight's API to build a share trading game for investors.
How QLD Uni students used Sharesight to grow their portfolio by 55%
Students from The University of Queensland have been using Sharesight to help grow their Student Managed Investment Fund (SMIF) by 55% over the past 3 years.
Why one accountant switched from Excel to Sharesight
In this Q&A we talk with Chris Wheatley, Director of Queensland-based firm Scope Accounting, about why accountants should switch from Excel to Sharesight.
How a Swiss accountant uses Sharesight Pro to track global portfolios
We talk to Paul Kümin from HMT Partners about how the Swiss-based accounting consultancy uses Sharesight Pro to track clients’ global investment portfolios.
How financial advisers meet AFSL requirements with Sharesight Pro
We talk to financial advisers Ben Wieland and Ben Widdup from EGU about how Sharesight Pro helps them meet their AFSL needs while improving client experience.
How one financial adviser uses Sharesight Pro
We talk to Ryan Jones, Partner, Accountant and Financial Adviser at Jones Louros, about how he uses Sharesight Pro to manage his clients’ investment trusts.
Q&A with Sharesight partner Fiftyone Capital
We talked with Scott Williams, founder of Fiftyone Capital, about how he uses Sharesight for his personal investments and why he recommends it to his clients.
Q&A with Ryan Merrett of Tribeca Financial
We asked Ryan Merrett about his role at Tribeca Financial and how they use Sharesight to monitor their clients' portfolios.
How Affluence Funds Management uses Sharesight
Affluence Funds Management uses Sharesight to assist in tracking both the performance and tax positions for managed funds and LICs.
Q&A with new Sharesight partner Balance Impact
We asked CEO & founder Emily Martin to tell us about Balance Impact and how they’re using Sharesight to monitor their ethical investment portfolios.