Blog | News

PwC partners with Sharesight

by Doug Morris, CEO, Sharesight | Sep 19th 2016

We’re pleased to announce that PwC has chosen Sharesight to be part of PwC Next.

Next is PwC’s cloud-based platform for private clients and businesses. It provides a tailored worldview of PwC clients’ affairs and allows them to engage with PwC anytime, anywhere. Next also integrates with best-of-breed applications such as Xero, Shoeboxed, and Spotlight Reporting.

With Next, PwC is aiming to not only transform the way financial & business information is captured, processed and reported, but the way PwC Partners, consultants, and staff interact with their clients to deliver timely and actionable insights.

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Using Sharesight and Next, PwC will have real-time, cloud-based access to their clients’ investment portfolios. This will enable them to provide strategic guidance across client entities regardless of investment objectives, asset classes, or their financial institutions. Plus the existing Sharesight and Xero integration means tax preparation is seamless, enabling PwC to focus on long term tax planning.

Clearly investment choices are an individual’s own to make. But, combining the pedigree of PwC’s consulting power with a technology platform built with the investor’s interests at heart is a winning combination that should yield lower costs and better returns. This integration also represents an exciting use of the Sharesight API with PwC opting to leverage an award winning fintech to enhance their own technical IP.

Sharesight investortech 2023

Event recap: Sharesight Investor-tech Conference 2023

by Stephanie Stefanovic | Sep 29th 2023

We summarise some of the key insights from our panel discussion at the 2023 Sharesight Investor-tech Conference, including a full video of the panel.

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Investing tips

Top countries and brokers Aussies use to invest in global markets

by Stephanie Stefanovic | Sep 29th 2023

Looking at data from our userbase, we delve into Aussie investors' favourite global markets and stocks, plus the brokers they use for international trades.

Top 20 US trades monthly Oct23
Market insights

Top 20 trades in US stocks by Sharesight users – September 2023

by Stephanie Stefanovic | Sep 28th 2023

Welcome to the September 2023 edition of Sharesight’s monthly USA trading snapshot, where we look at Sharesight users’ top 20 trades in US stocks.