Sales & Acquisitions Report
Updates to Sharesight this week include the new addition of the Sales and Acquisitions report.
The Sales and Acquisitions report is designed to show opening and closing balances at cost price. This report is particularly useful for anyone holding shares under a company or family trust that is required to prepare annual accounts each year. The report also includes a ‘market value’ column to allow a quick comparison between cost price and market value at the end of the chosen period.
Is your client data at risk? 5 questions to ask your tech provider
Protect client data with these five essential cybersecurity questions every financial adviser should ask their technology providers.
Get the full Sharesight experience with the app and web platform
Learn how to get the most out of Sharesight by using the app and web platform together for performance tracking, analysis, reporting and tax planning.
See clients' full wealth picture with Sharesight and myprosperity
Connect Sharesight and myprosperity to see clients’ full financial picture, streamline management, and deliver more insightful advice.