Blog

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.

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.