CMC Markets Sharesight tax and performance reporting
Case studies

How CMC Markets uses Sharesight to deliver tax and portfolio reporting

by Diana Ioppolo | Aug 31st 2022

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
Case studies

How NZSA boosted engagement using Sharesight to build a trading game

by Diana Ioppolo | May 18th 2022

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.

QLD Uni students Sharesight
Case studies

How QLD Uni students used Sharesight to grow their portfolio by 55%

by Stephanie Stefanovic | Jan 31st 2022

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.

Scope Accounting Sharesight case study
Case studies

Why one accountant switched from Excel to Sharesight

by Stephanie Stefanovic | Aug 25th 2021

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.

HMT case study Sharesight
Case studies

How a Swiss accountant uses Sharesight Pro to track global portfolios

by Stephanie Stefanovic | Jul 23rd 2021

We talk to Paul Kümin from HMT Partners about how the Swiss-based accounting consultancy uses Sharesight Pro to track clients’ global investment portfolios.

EGU case study feature image
Case studies

How financial advisers meet AFSL requirements with Sharesight Pro

by Stephanie Stefanovic | Jun 8th 2021

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.

Ryan Jones Jones Louros Sharesight Pro
Case studies

How one financial adviser uses Sharesight Pro

by Stephanie Stefanovic | May 19th 2021

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.

image 0 fiftyonecapital
Case studies

Q&A with Sharesight partner Fiftyone Capital

by Stephanie Stefanovic | Oct 8th 2020

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.

featured - Q&A with Ryan Merrett of Tribeca Financial
Case studies

Q&A with Ryan Merrett of Tribeca Financial

by Angela Thompson | Mar 13th 2019

We asked Ryan Merrett about his role at Tribeca Financial and how they use Sharesight to monitor their clients' portfolios.

featured affluence-daryl-hires
Case studies

How Affluence Funds Management uses Sharesight

by Daryl Wilson | May 23rd 2018

Affluence Funds Management uses Sharesight to assist in tracking both the performance and tax positions for managed funds and LICs.

featured - Q&A with Emily Martin of Balance Impact
Case studies

Q&A with new Sharesight partner Balance Impact

by Angela Thompson | Apr 24th 2018

We asked CEO & founder Emily Martin to tell us about Balance Impact and how they’re using Sharesight to monitor their ethical investment portfolios.