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

by Doug Morris, CEO, Sharesight

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