Sharesight Pro for financial advisers


A flexible and cost effective portfolio performance solution.

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Pro benefits that make you more efficient,
so you can boost revenue and grow your business

Sharesight Pro combines all the information financial advisers need to manage and report on client investment portfolios. Powerful stock market data aggregation tools save you hours of manual administration, while comprehensive performance reports provide the insights you need to deepen client relationships.
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PERFORMANCE INSIGHTS

Analyse a portfolio or individual holding’s true returns – including brokerage, currency effects and dividends. Plus run easy-to-read diversity, asset allocation and contribution analysis reports.
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EVERYTHING IN ONE PLACE

Badgering clients for trade confirmations and dividend statements? Staff struggling with stale spreadsheets? Having everything in one place puts an end to file-chasing and ensures everyone’s on the same page.
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COST SAVINGS

Forget expensive wrap accounts and investment platforms. Take advantage of a SaaS monthly subscription model and no contracts, FUM fees, custodian fees, admin fees or any hidden costs, while increasing gross profit.

Clearly see the impact of time on portfolio performance


The Multi-Period Report joins the recently launched Multi-Currency Valuation Report as part of Sharesight’s premier reporting suite. This powerful report allows advisers to analyse and compare portfolio performance across multiple slices of time to unlock the hidden drivers behind investment returns.

  • Access investment decisions against market events
  • Put performance volatility in context
  • Track long-term performance of a dividend portfolio
  • Customise the report for a more a tailored client strategy
  • Easily share portfolio insights with your clients
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Listen for yourself

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Sharesight’s Chris Stojcevski explains why financial advisers are moving away from platforms and how Sharesight Pro can help in reducing client costs:

Powerful Pro features that will change the way you work

Keeping track of your client’s stock portfolios used to be a hassle. Sharesight Pro makes it simple. Want automatic trade recording with comprehensive performance reporting, wrapped up in an easy-to-use, fully online system? That’s Sharesight Pro in a nutshell.
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EFFORTLESS SETUP

Choose the level of detail you want in each portfolio – from opening balances to complete trading histories – all imported in just a few clicks.
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AUTOMATIC UPDATES

Sit back and watch as stock prices, currency effects and corporate actions such as dividends and stock splits are automatically incorporated.
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SIMPLE SHARING

Grant secure portfolio access to staff and clients according to the level of access they require: read, read/write, or admin.

Financial advisers love Sharesight Pro…

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“Sharesight allows my clients to see what’s going on in their portfolios and I can see what is going on in each investment.”
Peter Small
Sharesight Pro Customer
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“Sharesight has allowed us to assist our clients to manage their long term investment strategies.”
Peter Naude
Sharesight Pro Customer
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“We recommend Sharesight as there is nothing else in the space that comes close. It has a great look and feel and just seems to work.”
Martin Dowse
Sharesight Pro Customer
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Simple pricing, no commitment

Whether you need to track 5 portfolios or 500, you never pay more than $12 per portfolio, per month. And the more portfolios you set up, the more affordable it gets.
With Sharesight, there are no hidden fees, no extras that you have to pay for and no contracts. Just one simple price. And you can put us to the test with a free 30-day no-risk trial – no credit card required.

STARTER


$12

per portfolio/month
(from $60/month)

5-19 portfolios

BRONZE


$10.80

per portfolio/month
(from $216/month)

20-49 portfolios

SILVER


$9.60

per portfolio/month
(from $480/month)

50-99 portfolios

GOLD


$8.40

per portfolio/month
(from $840/month)

100+ portfolios

Sharesight Pro makes managing client portfolios a breeze

  • Easy sign-up
    No billing details or credit card required
  • No hidden fees or contracts
    Upgrade, downgrade or cancel anytime

Award-winning portfolio tracking

Award Logo - Xero Add-on 2014
Award Logo - Finnies 2017
Award Logo - Benzinga Global Fintech 2018
Award Logo - Fintech Business 2017 2018 2019
Award Logo - WealthTech 100 2020
Award Logo - 5th Annual FinTech Awards 2020