Latest posts

HMT case study Sharesight

How a Swiss accountant uses Sharesight 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 to track clients’ global investment portfolios.

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How financial advisers meet AFSL requirements with Sharesight

by Stephanie Stefanovic | Jun 8th 2021

We talk to financial advisers Ben Wieland and Ben Widdup from EGU about how Sharesight helps them meet their AFSL needs while improving client experience.

Ryan Jones Jones Louros Sharesight Pro

How one financial adviser uses Sharesight

by Stephanie Stefanovic | May 19th 2021

We talk to Ryan Jones, Partner, Accountant and Financial Adviser at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.

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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

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.

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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

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.