Join us at the NZ Xero Roadshow
Our awesome sales and support staff are currently busy following-up and onboarding the hundreds of finance pros they met in Melbourne at Xerocon last week. It's great to have the Sydney office back together again, but we're not getting too comfortable because before we know it, we'll be packing our bags again to join the tail-end of the New Zealand Xero Roadshow. We’re thrilled to have been chosen as part of a select group of Xero Add-Ons who’ve been invited to join Xero on their tour of major cities across New Zealand.
If you're an accountant, bookkeeper or financial advisor and your clients have investment portfolios, you need Sharesight.
Our investment portfolio admin and comprehensive reporting engine simplifies day-to-day portfolio management, provides valuable performance insights, and makes tax-time a breeze. Sharesight automates the mundane stuff: updating daily price fluctuations, recording trades as-they-happen, and incorporating corporate actions such as dividends and share splits.
Specifically, advisors love our powerful performance reports and charts; and our 1-click tax reports (including Taxable Income & FIF) are an accountant's dream. Plus, our seamless Xero integration means you'll spend less time reconciling bank statements and/or chasing paperwork come tax-time. Like we said, if your clients own investments, you'll want to stop by and see Sharesight for yourself.
Join us in the following cities:
Auckland — Tuesday, 1st September
Wellington — Friday, 4th September
Christchurch — Tuesday, 8th September
Track your Webull trades with Sharesight
If you trade via Webull, you can automatically import your trading data to Sharesight, making it easy to track the performance of your investment portfolio.
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.
Australian ETF distribution components now available for FY22/23
Sharesight now has updated ETF distribution component information for the FY22/23 Australian tax year for most Australian ETFs.