Sharesight at the BDO National Business Services Conference

by Josh Rodrigues, Manager, Key Partnerships, Sharesight | Aug 23rd 2018

Sharesight recently had the privilege of attending and sponsoring the 2018 BDO National Business Services Conference on the Gold Coast.

Prashant, our Chief Marketing Officer, and I were both on the ground at the event, meeting and exchanging ideas with BDO Partners and Managers from across Australia.

Josh Rodrigues Prashant Mohan Sharesight

The Attractive Adviser

The theme for the event was ‘The Attractive Adviser’, and the key objective was to shift the mindset of BDO business leaders to focus on advisory services underpinned by digital thinking, adapting to change and innovating to create new service offerings.

BDO Attractive Adviser

Joined by a number of other amazing sponsors, including Xero, Sharesight was able to really engage with the BDO leaders responsible for change -- including learning about the problems BDO faces, how the industry landscape is evolving, and discussing where technology can help drive BDO toward their goal.

BDO speed-dating

BDO Speed Networking

There was even a speed-dating session, matching BDO leaders with the partners/sponsors they wanted to learn more about. Both parties came armed with questions, and it was great to hear about real client examples (people still use spreadsheets and shoeboxes!), which allowed us to really drill down and highlight exactly where Sharesight can create efficiencies and better the adviser/client relationship.

A massive thanks to the BDO team for such an enjoyable and engaging event, we look forward to joining you at the next one!

Unlock value for your clients with Sharesight

Sharesight is focused on adding value to the role of financial advice and wealth management professionals. And as Sharesight 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 . Or sign up for a Sharesight professional account and get started today.


Top 20 US monthly Nov23

Top 20 trades in US stocks by Sharesight users – November 2023

by Stephanie Stefanovic | Nov 29th 2023

Welcome to the November 2023 edition of Sharesight’s monthly USA trading snapshot, where we look at Sharesight users’ top 20 trades in US stocks.

Top20 ASX monthly Nov23

Top 20 ASX trades by Sharesight users – November 2023

by Stephanie Stefanovic | Nov 29th 2023

Welcome to the November 2023 edition of Sharesight’s monthly ASX trading snapshot, where we look at the top 20 trades Sharesight users made on the ASX.

Make smarter investing decisions

Emotionally intelligent investing: How to make smarter decisions

by Ricky Yeo | Nov 29th 2023

We explain some of the common pitfalls investors face when making decisions, and what you can do to become a more emotionally intelligent investor.