Latest posts
How financial advisors meet AFSL requirements with Sharesight
We talk to financial advisors Ben Wieland and Ben Widdup from EGU about how Sharesight helps them meet their AFSL needs while improving client experience.
How Sharesight helps advisors track net worth and simplify compliance
We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.
How Nikky uses Sharesight to understand her true performance
Part of our Sharesight customer experience series, this blog features Nikky W., an investor who has been tracking her portfolio with Sharesight since 2020.
Why we need to talk more about investing: Angela's story
We talk to Angela Thompson about what made her take the plunge into investing and why we need to talk more about investing with the people in our lives.
Investing for financial freedom: Hannah's story
We talk to Hannah Chim, who is a mum, volunteer and self-taught investor. We discuss how she got into investing and why it's important for financial freedom.
The importance of investing for financial stability: Shani’s story
We talk to Shani Jayamanne about her investing journey and why she believes investing is such an important tool for financial stability.
How Mathilde takes control of her investments using Sharesight
Part of our Sharesight customer experience series, this blog features Mathilde K., an investor who has been tracking her portfolio with Sharesight since 2019.
How KmacD Financial streamlines reporting and saves time with Sharesight
We talk to financial planning firm KmacD Financial about how the Sharesight-AdviserLogic integration helps them save time and streamline client reporting.
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.