Blog

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.

cloud gears - featured

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 SOC 2

Sharesight enhances security with SOC 2 Type 1 certification

by Team at Sharesight | May 23rd 2025

Sharesight has achieved SOC 2 Type 1 certification, reinforcing our commitment to protecting your investment data and personal information.

Sharesight app watchlist

Track your investment watchlist stocks with Sharesight

by Stephanie Stefanovic | May 21st 2025

With the Sharesight app, you can create a custom watchlist to track the price movements of over 750,000 global stocks, ETFs, funds and cryptocurrencies.

Product updates May

Sharesight product updates – May 2025

by Ben Clendon | May 20th 2025

This month, our main focus was launching our new mobile app on iOS and Android. We also made some changes to how unpaid dividends appear in cash accounts.