Partners
We partner with finance industry leaders. Access award-winning portfolio performance and tax reporting by joining our fast-growing ecosystem.
Featured partners
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Morningstar
Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
PwC
PwC is a multinational professional services company.
KPMG
KPMG is a multinational professional services company.
FactSet
FactSet provides financial data to global financial institutions.
Xero
Sharesight has partnered with Xero to provide a seamless solution between portfolio management and portfolio accounting.
Abletech
Abletech is a software company that builds web and mobile applications.
Accountants
View allPwC
PwC is a multinational professional services company.
KPMG
KPMG is a multinational professional services company.
A Squared Advisers
A Squared Advisers is an accounting and business advisory firm based in Newcastle, NSW Australia.
BDO Auckland
BDO Auckland Partners leverages Sharesight to provide award-winning portfolio reporting to its clients.
BDO Australia
BDO Australia leverages Sharesight to provide award-winning portfolio reporting to its clients.
Brentnalls
Brentnalls is an affiliation of accountancy practices in Australia and New Zealand.
Asset Managers and Robo-Advisors
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Affluence Funds Management
Affluence Funds Management is a boutique investment management firm based in Brisbane, Australia.
Macrovue
Macrovue is an Australian trading platform that offers model portfolios.
Six Park
Six Park is an automated investment management service (“robo-advisor”) based in Australia.
Stropro
Investment platform Stropro provides access to curated investment strategies from the world’s largest investment banks.
Associations
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AIA
The AIA is Australia’s leading non-profit organisation assisting its members to make improved investment decisions.
ASA
The ASA is an independent, member-funded, not-for-profit organisation representing Australian retail investors.
FinTech Australia
FinTech Australia is an association of startups in the Australian financial services sector.
NZSA
The New Zealand Shareholders Association represents, promotes and protects the interests of investors.
Brokers
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amscot Stockbroking
amscot Stockbroking is a full trading and clearing participant for Australia's leading stock exchanges.
Bank of Queensland
BOQ Online Share Trading is a division of The Bank of Queensland.
Bendigo Bank
Bendigo Invest Direct is an easy-to-use, affordable, online share trading solution.
CMC Markets Invest
CMC Markets Invest is Australia’s best value online broker.
Ebroking
EBROKING is a Share Trading Platform offered exclusively to ESUPERFUND Clients to trade for their SMSF
Hatch
With Hatch, Kiwis can tailor an original portfolio of the world’s most exciting companies and funds.
Data Providers
View allMorningstar
Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
FactSet
FactSet provides financial data to global financial institutions.
ASX
ASX operates Australia's primary securities exchange, the Australian Securities Exchange.
Cboe Australia
Cboe Australia (previously Chi-X Australia) is part of global exchange operator Cboe Global Markets.
Computershare
Computershare provides stock registration and investor services.
Fundata
Fundata provides information on Canadian investment funds.
Financial Advisors
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AJ Financial Planning
AJ Financial Planning is an innovative financial planning firm based in Melbourne, Australia.
A Squared Advisers
A Squared Advisers is an accounting and business advisory firm based in Newcastle, NSW Australia.
Bay Financial Partners
Bay Financial Partners are full service financial planners located in Tauranga, New Zealand.
Bellmont Securities
Bellmont Securities is a boutique Australian portfolio manager and broker based in Sydney, Australia.
Cornerstone Wealth
Cornerstone Wealth is a financial planning firm situated in the eastern suburbs of Melbourne, Australia.
DNM Financial Services
DNM Financial Services are a full-service financial advice business based in Victoria, Australia.
Other
View allAbletech
Abletech is a software company that builds web and mobile applications.
Australian FinTech
Australian FinTech is a publisher of Australian fintech news, including a comprehensive list of Australian fintechs.
MaxMind
MaxMind is a leading provider of IP intelligence and online fraud prevention tools.
Research Providers
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ausbiz
ausbiz is Australia's only live streaming channel dedicated to business, markets and startups.
Diversiview
Design, validate and retarget diversified investment portfolios to suit your investment risk and return expectations.
Firstlinks
Firstlinks is a free investment newsletter written by Australian financial market professionals.
Livewire
Livewire brings together investment insights from Australia's leading investment professionals.
Simply Wall St
Simply Wall St allows you to make confident investment decisions with unique fundamental analysis and in-depth visuals.
Small Caps
Small Caps is Australia's #1 site for market news & information on ASX listed small cap companies.
Software Providers
View allXero
Sharesight has partnered with Xero to provide a seamless solution between portfolio management and portfolio accounting.
Morningstar AdviserLogic
AdviserLogic is Morningstar's easy-to-use financial planning software that helps independent financial advisers connect with clients and run efficient reporting
myprosperity
myprosperity is software that empowers advisers and their clients to make the most of their finances.
nutworth
nutworth lets you track and analyse your net worth with ease.
PocketSmith
PocketSmith is budgeting and personal finance software for all walks of life.
ProductRex
ProductRex is a free product research solution for financial advisers, paraplanners, and anyone in finacial planning.