New Pro feature: personalised marketing materials

by Doug Morris, CEO, Sharesight | Nov 28th 2013

We just launched a useful feature for our Sharesight Pro clients. Within “My Details” you can now create your own Sharesight materials to help educate your clients about Sharesight. On the “Marketing Materials” tab you’re able to add your company logo, personalised text, and generate the PDF files right there within Sharesight. Give it a go and let us know what you think.

Marketing materials page

Our aim here is not only to help you explain Sharesight to your clients, but to open up new revenue possibilities for your practice. Once clients see how easy it is to track true performance and tax, chances are they’ll engage with you, their trusted accountant or financial adviser. If you’re looking to reach the fast growing SMSF market, or your prospect list contains clients with money in the sharemarket, Sharesight becomes an effective sales tool.

One of the biggest roadblocks to advisor/client happiness is the initial information upload. It’s an awkward dance, especially when you’ve just brought a new client on board. The Professional needs the information, clients don’t have it ready, and so goes the waltz. Even the biggest, global “white-shoe” firms struggle with this stage. Sharesight makes the investment side of this process a whole lot easier - and if you’d prefer a bit of guidance, we offer free training with a Pro subscription.

Also don’t forget, you can add your company logo to ALL Sharesight reports, like Performance Report, CGT Report, Future Income, etc. Just upload your logo on the “My Details” tab and you’re all set.

adding a logo

Sharesight exposure report

See what’s inside your ETFs with Sharesight’s exposure report

by Stephanie Stefanovic | Nov 21st 2023

See inside your ETFs and get the full picture of your investment portfolio's composition with Sharesight's exposure report.

Why KmacD Financial uses Sharesight

How KmacD Financial streamlines reporting and saves time with Sharesight

by Diana Ioppolo | Nov 15th 2023

We talk to financial planning firm KmacD Financial about how the Sharesight-AdviserLogic integration helps them save time and streamline client reporting.

release notes

Sharesight product updates – November 2023

by Ben Clendon | Nov 10th 2023

The focus over the past month has been on implementing additional feature ideas relating to our new (beta) exposure report.