Sharesight release notes - February 2021
This month we released our new two factor authentication (2FA) solution. We plan to add an option to trust your device for 30 days in a future release.
- Added a “Group by Currency” option to all reports. This is particularly useful in the new Foreign Currency Valuation Report.
- Redesigned Reports Tab.
- New two factor authentication solution.
- Added support for Selfwealth contract notes with US trades (Australia).
How InstructAnt improves client service with Sharesight and AdviserLogic
We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.
Australian ETF distribution components now available for FY22/23
Sharesight now has updated ETF distribution component information for the FY22/23 Australian tax year for most Australian ETFs.
Sharesight product updates – September 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.