RewardSuper and Sharesight
RewardSuper is an Australian company that provides great web based tools to accountants to automate the labour intensive task of preparing transaction data for their clients' accounts. We have been working with RewardSuper on our upcoming broker Trade Confirmation Email processing feature where the backend PDF processing is handled by their RSTradeweb product. This will enable Sharesight clients to have their share portfolios automatically updated when they buy and sell shares.
We are also working towards a closer integration with RewardSuper to enable a secure mechanism for customers to have their detailed Sharesight portfolio data flow through to their accountant’s professional accounting systems via RewardSuper’s RSDataweb platform.
RewardSuper will be at the Institute of Chartered Accountants Self Managed Superannuation Funds Conference in Sydney this Friday 19 March. If you’re attending this event and are interested in finding out more about this partnership, please head over to the RewardSuper sponsor table.
What bull markets hide from investors
Bull markets make every strategy look smart — until they end. Learn what they hide and how to protect your portfolio when the trend reverses.
See what’s inside your ETFs with Sharesight’s exposure report
Understand your true portfolio exposure, see what’s inside your ETFs and make informed decisions with Sharesight’s exposure report.
Top 10 mistakes financial advisers make with their clients
In this article, we discuss the 10 most common mistakes that financial advisers make with their clients (and how to avoid them).