Topic: Partner News

We asked Margaret Holmes about her role at Engine Room Chartered Accountants, and how they use Sharesight to track their clients’ investment portfolios.

The New Zealand Shareholder Association have launched an online share picking competition that leverages Sharesight to track participant portfolios.

Forwardcaster is now able to offer investors the ability to track and monitor their equity investment strategies linked to their Sharesight portfolios.

We asked Ryan Merrett about his role at Tribeca Financial and how they use Sharesight to monitor their clients’ portfolios.

Sharesight CEO Doug Morris was a panelist at Computershare’s ETF Forum, talking ETFs, share registries, and the emerging fintech ecosystem for investors.

Despite some reports about the death of IPOs, analysis reveals opportunities for investors to reap significant returns from a simple and systemic approach.

Stake clients can now import their US stock trades directly into Sharesight with our broker contract note email import feature.

When linked to Xero, Sharesight provides a seamless solution between investment portfolio management and accounting. Here’s how.

15 Sharesight Pro partners have been recognised in the Australian Financial Review 2018 list of Australia’s “Top 100 Accounting Firms”.

The teams from Sharesight and Macrovue joined forces in Sydney for a special “lunch & learn” event to dicuss their views on “investing in the global economy”.

Sharesight joined forces with our newest integration partner, myprosperity, to present our first joint webinar on the 21st century financial experience.

Sharesight recently had the privilege of attending and sponsoring the 2018 BDO National Business Services Conference on the Gold Coast.

Join Sharesight at the 2018 NZSA Investor Conference and AGM, which is being held Saturday 18 August at Ellerslie Event Centre in Auckland NZ.

myprosperity has partnered with Sharesight to offer their clients the ability to view their investment data within the myprosperity wealth portal.

Affluence Funds Management uses Sharesight to assist in tracking both the performance and tax positions for managed funds and LICs.

We asked CEO & founder Emily Martin to tell us about Balance Impact and how they’re using Sharesight to monitor their ethical investment portfolios.