Blog

Sharesight wins Xero Add-On Partner of the Year 2014!

by Doug Morris, CEO, Sharesight | Aug 25th 2014

We are absolutely thrilled to be named Xero Add-On Parter of the Year, Industry Specific 2014! A massive thank you to all of our clients and of course to Xero!

Every year, Xero holds Xerocon, its annual conference for their clients, Add-On Partners, and thought leaders. The culmination of this three day event is the gala awards dinner at which they announce their award winners. This year Xero chose us as best Add-On Partner, Industry Specific. We were stunned when Rod Drury and Chris Ridd said "and the winner is... Sharesight!" and flashed our logo on screen in front of 1,500 people. Scott Ryburn, our co-founder and Product Manager did his best Oscar acceptance speech imitation.

We've been a Xero Add-On Partner for five years. We've built a terrific relationship with Xero in that time -- it helps that our Wellington HQ is just down the road from the "Xeroplex." If you haven't yet tried Sharesight + Xero, you really need to. Trades and dividends go from Sharesight to Xero in real-time, while they send us bank feed data for cash tracking. You've got a total portfolio accounting solution (and access to the Xero ecosystem) in two tabs on your browser.

Our mission is to empower investors and the accountants and financial advisers who serve them. This is a big job. The structure of the financial services market makes it a difficult challenge, but one that we're committed to majorly disrupting. To have the support of Xero means a lot (and gives us an even bigger microphone). Xero has changed the accounting industry globally. With Sharesight, those accountants now have a way to involve themselves in their clients' investment portfolios. And as Xero and Sharesight move into the financial advice market together... expect big things and more disruption.

The announcement

Sharesight Xero Add-On Partner of the Year

The hardware

Sharesight Xero Add-On Partner of the Year

The crew

Team Sharesight Xerocon

Sharesight Xero Add-On Partner 2014 - Featured

FURTHER READING

Sharesight multi asset tracker

Why Sharesight is the best multi-asset portfolio tracker

by Stephanie Stefanovic | Aug 1st 2026

We explore how Sharesight helps you stay on top of your portfolio, optimise your performance and set yourself up for a successful year of investing.

Family office taxes

Why tax time is so painful for family offices — and what to do about it

by Stephanie Stefanovic | Jul 28th 2026

We discuss five reasons tax time hits family offices harder than it should, and what better infrastructure looks like in each case.

Sharesight product updates July 2026

Sharesight product updates – July 2026

by Ben Clendon | Jul 21st 2026

This month, we rolled out a new CGT breakdown schedule on the Australian CGT report, expanded cash reporting with multi-currency, per-broker accounts, and more.