Sharesight release notes – January 2021
The team has been full steam ahead as we launch into the new year. We’ve rolled out some major changes to our infrastructure to ensure that Sharesight continues to be fast and reliable as we continue to scale. We’re also gearing up to release a two factor authentication (2FA) solution for enhanced security, keep an eye out for this in the coming weeks. Here’s what else we’ve been up to in the new year:
New Functionality / Enhancements
- Redesigned Billing Details page
- Redesigned All Trades Report
- Updates to our new Foreign Currency Valuation Report (available to Expert plan users with beta features enabled)
Broker Import Functionality
- Added support for Hargreaves Lansdown managed fund trade confirmations (UK)
FURTHER READING
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.