Sharesight at IMAP InvestTech 2017

Last week the team at Sharesight was pleased to be a part of the InvestTech 2017 event in Sydney run by IMAP -- the Institute of Managed Account Professionals. Sharesight joined fellow fintech ‘disruptors’ Class and Macrovue to showcase how technology is transforming financial services, in particular when it comes to portfolio management for clients.

Sharesight at IMAP InvestTech highlights

Sharesight was well represented, with:

Sharesight Pro Account Manager Josh Rodrigues and Sharesight Client Experience Manager Jess Wright doing live demos at the Sharesight stand throughout the day (pictured here with Sharesight CEO Doug Morris).

Sharesight CEO Doug Morris presenting “Sharesight -- the solution for investors and next gen advisors” and joining Macrovue’s Sid Sahgal, as well as Class’ Kevin Bungard on a panel entitled “Coming Soon to a Client Near YOU – What fintech functionality and connectivity mean for advisers”.

Sharesight Executive Director and former Morningstar CEO Andrew Bird sharing his experience as a serial fintech investor in the closing session of the event.

Unlock value for your clients with Sharesight

Because people approach investing in different ways, we believe the key to becoming a necessary service for investors is to do it on their terms. Sharesight is focused on adding value to the role of financial advice and wealth management professionals. And as CEO Doug Morris recently wrote at Adviser Innovation, “now is the time for financial advisers to embrace fintechs.”

We’re always excited to explore opportunities to work and partner with others -- if you’d like a demo of Sharesight for yourself or your team -- contact us to discuss.

FURTHER READING

• Blog: Why do financial advisers use Sharesight?
• Blog: 6 reasons why accountants love Sharesight Pro
• Help: Using the Sharesight Pro dashboard