Blog | Product updates
Sharesight release notes - August 2021
by Scott Ryburn, CTO, Sharesight | Sep 8th 2021
This month we’ve continued to make a number of improvements to the new Multi-Period Report. A reminder that this is available as a preview for Expert plan customers with beta features enabled. This report will be available to all Expert and Pro users very soon, keep your eyes peeled for an update.
New Functionality / Enhancements
- Improvements to increase coverage of ex-distribution exit prices for managed funds
- Layout and design improvements to header and footer
- Added a new field 13R (TFN credits) to Income Tax return section of AU Taxable Income report
- Various improvements to the new Multi-Period Report
FURTHER READING
Case studies
How InstructAnt improves client service with Sharesight and AdviserLogic
by Diana Ioppolo | Sep 20th 2023
We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.
Product features
Australian ETF distribution components now available for FY22/23
by Stephanie Stefanovic | Sep 10th 2023
Sharesight now has updated ETF distribution component information for the FY22/23 Australian tax year for most Australian ETFs.
Product updates
Sharesight product updates – September 2023
by Ben Clendon | Sep 8th 2023
Major updates for the past month include the rollout of our new exposure report, plus support for five new brokers and over 80,000 Luxembourg funds.