Topic: Partner News

We talk to Martin Dowse from the New Zealand Shareholders’ Association (NZSA) about how he used Sharesight’s API to build a share trading game for investors.

Diversiview analyses Australian investors’ preferences in Q1 2022, with an emphasis on the risks and performance of the Top 20 preferred ASX securities.

By connecting Sharesight and Otivo, investors can now keep track of all their financial accounts (including their investment portfolio) in one place.

Sharesight and Diversiview LENSELL discuss how investors and financial advisors can optimise diversification, improve portfolio performance and mitigate risk.

Students from The University of Queensland have been using Sharesight to help grow their Student Managed Investment Fund (SMIF) by 55% over the past 3 years.

Investors who use the Sharesies platform can automatically sync trades to their Sharesight portfolio and access award-winning performance and tax reporting.

By connecting Sharesight and Stockfox, investors can leverage investment advice and stock analysis capabilities of Stockfox with Sharesight’s reporting tools.

Diversiview by LENSELL has integrated with Sharesight, allowing investors to analyse their portfolios’ health, diversification and risk & return positions.

ProductRex has integrated with the Sharesight API, creating a solution that helps financial advisers make better decisions for their clients.

Stropro has partnered with Sharesight to make it easy to track alternative investment holdings alongside the rest of your portfolio using the Sharesight API.

By connecting Sharesight and PocketSmith, investors can automatically sync the value of their Sharesight portfolios & gain net wealth insights with PocketSmith.

In this Q&A we talk with Chris Wheatley, Director of Queensland-based firm Scope Accounting, about why accountants should switch from Excel to Sharesight Pro.

We talk to Paul Kümin from HMT Partners about how the Swiss-based accounting consultancy uses Sharesight Pro to track clients’ global investment portfolios.

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

Australians (and New Zealanders) trading with Stake can easily import their trading history, plus easily sync future trades to their Sharesight portfolios.

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