How Absolute Wealth Advisers gets clarity and accuracy with Sharesight
We talk to Absolute Wealth Advisers, a financial planning business that uses Sharesight to get information on their clients' performance, cost base and tax.
How InstructAnt improved client service with Sharesight and AdviserLogic
We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.
How SuperEquity uses Sharesight to keep clients informed on performance
We talk to SuperEquity, a boutique stockbroking firm who uses Sharesight to keep clients informed on their investment performance metrics.
Why an investor chooses Sharesight over spreadsheets
Part of our customer experience series, this video features Marcus E., an investor who has been tracking his portfolios with Sharesight since 2018.
How one investor uses Sharesight to take control of her investments
Part of our Sharesight customer experience series, this video features Mathilde K., an investor who has been tracking her portfolio with Sharesight since 2019.
How one investor uses Sharesight to understand her true performance
Part of our Sharesight customer experience series, this video features Nikky W., an investor who has been tracking her portfolio with Sharesight since 2020.
3 reasons why investors love Sharesight
We polled 100 Sharesight users on their experience with our platform. In this blog, we reveal what they had to say, plus 3 reasons investors love Sharesight.
How one investor uses Sharesight as a roadmap for investing success
Part of our customer experience series, this video features Phil Muscatello, host of the "Shares for Beginners" podcast and a Sharesight customer since 2019.
How a family office uses Sharesight to track clients’ net worth
We talk to Steven Kangas, President of Canada-based family office Kangas Consulting, about how he uses Sharesight to get a consolidated view of clients' wealth.
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.