Join us at the Xero Roadshow, February 2015

by Angela Thompson

Calling all accountants and financial advisors: if your clients have investment portfolios, you need Sharesight. It’s really that simple. Just imagine complete client portfolios, automatically updated with dividends and other corporate actions, and 1-click performance and tax reports. Sharesight simplifies day-to-day portfolio management, while providing valuable data-driven insights - so you spend less time doing the mundane stuff, and more time providing valuable insights to your clients. And if you’re looking to spend less time reconciling bank statements and/or chasing paperwork come tax-time, you’ll want to look at synching those Sharesight portfolios to Xero.

If you read our Silver Xero Partner & Certified Advisor blog post, you know that our love for Xero goes way back. So we’re honoured to be part of a select group of Xero Add-Ons who’ve been invited to participate in the Xero Roadshow taking place throughout Australia in February.

Xero Roadshow 2015

Xero will be hitting up 20 cities in all, and Sharesight will be exhibiting at the following dates/locations:

  • Monday, February 2 — Newcastle
  • Tuesday, February 3 — Parramatta
  • Wednesday, February 4 — Sydney
  • Thursday, February 5 — Canberra
  • Tuesday, February 10 — Wollongong
  • Wednesday, February 11 —Brisbane
  • Thursday, February 12 — Gold Coast
  • Tuesday, February 17 — Frankston
  • Wednesday, February 18 — Melbourne
  • Thursday, February 19 — Adelaide
  • Monday, February 23 — Perth

Whether you’re an existing Sharesight user or not, stop-by for a one-on-one demo of Sharesight and our beautiful Xero integration which won us Xero Add-On Partner of the Year in 2014. See first-hand how easy it is to push purchase, sale, and dividend details to Xero so they can be easily reconciled against bank statements and included in financial accounts. And watch as Sharesight pulls-in cash balances from Xero, letting you view your clients’ complete financial positions directly within their Sharesight portfolios – automatically, and in real-time. Sharesight + Xero literally eliminates the paper-chase traditionally associated with managing and reporting on investment portfolios, letting you focus on high-value activities such as tax planning and advice instead.

For more information and to register, visit the Xero Roadshow 2015 website and follow all the excitement at #xeroroadshow. Looking forward to meeting you!