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Blog | Product updates

Sharesight release notes – January 2022

by Scott Ryburn, CTO, Sharesight | Feb 14th 2022

The Sharesight dev team introduced a number of small improvements as we kicked off the new year, along with work behind the scenes on some ongoing projects.

Sharesight release notes January

New Functionality / Enhancements

Broker Import Functionality (Trade Confirmations)

  • Added support for Rothschild & Co (Switzerland)
  • Added support for InvestEngine (UK)

FURTHER READING

InstructAnt Sharesight AdviserLogic testimonial2
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.

Australian ETF components 2022-2023
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.

Sharesight product updates September 2023
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.