Blog

Sharesight along for the Xero Roadshow | October 2013

by Doug Morris, CEO, Sharesight | Oct 11th 2013

Just as we finally got settled after Xerocon re-engaging and onboarding the hundreds of accountants we met, we’re packing our bags for the Xero Roadshow! We’re thrilled to be part of a select group of Xero Add-Ons who’ve been invited to the Australian capital cities.

Xero Roadshow Australia

Sharesight will be presenting on the following dates/locations:

  • Brisbane: Wed, 16 Oct, Sofitel
  • Melbourne: Tue, 22 Oct, Crown
  • Perth: Thur, 24 Oct, Novotel
  • Sydney: Tues, 29 Oct, Hilton

As the only investment specific add-on partner, we’re particularly excited by the noise Xero is making in the financial advice space. Not only does it make sense for planning practices to use Xero for their own books, Xero is perfectly suited to assist financial advisers as they help their clients manage their household budgets. We’ve seen a few live demos and we think they’re in a great position to change the industry. What’s more, when you add-on Sharesight to Xero, people will be able to visualise their entire wealth picture. Need to find out if that Telstra dividend payment will be enough to fund your Ashes 2013 tickets? The Sharesight and Xero partnership has got you covered.

For too long financial advisers have been forced to use outdated, end-to-end software, which falls victim to the rapid development cycles those in the cloud space have come to expect. We can’t wait to see what Xero bringing their “engine + apps” model to the marketplace means for the wealth management industry. It should be easy for advisers to build a collection of apps, which are truly best of breed.

This roadshow isn’t just for advisers. Xero has also invited accountants and bookkeepers and will be conducting training and providing the latest on partner and product updates.

We hope to see you there!

FURTHER READING

Track AJ Bell trades with Sharesight

Track your AJ Bell trades with Sharesight

by Stephanie Stefanovic | Jun 20th 2024

If you trade using UK broker AJ Bell, you can automatically track the performance of your trades using Sharesight's portfolio tracker.

Sharesight email alerts

Stay on top of your Sharesight portfolio with email alerts

by Stephanie Stefanovic | Jun 17th 2024

Sharesight makes it easy to stay on top of your portfolio with email alerts for corporate actions, share price changes and weekly performance summaries.

June product updates

Sharesight product updates – June 2024

by Ben Clendon | Jun 11th 2024

Key updates this month include the deployment of the new holdings page to all users, additional broker support and improvements to reporting and trade creation.