We partner with finance industry leaders. Access award-winning portfolio performance and tax reporting by joining our fast-growing ecosystem.
Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
PwC is a multinational professional services company.
KPMG is a multinational professional services company.
FactSet provides financial data to global financial institutions.
Sharesight has partnered with Xero to provide a seamless solution between portfolio management and portfolio accounting.
Abletech is a software company that builds web and mobile applications.
Affluence Funds Management
Affluence Funds Management is a boutique investment management firm based in Brisbane, Australia.
The AIA is Australia’s leading non-profit organisation assisting its members to make improved investment decisions.
AJ Financial Planning
AJ Financial Planning is an innovative financial planning firm based in Melbourne, Australia.
amscot Stockbroking is a full trading and clearing participant for Australia's leading stock exchanges.
The ASA is an independent, member-funded, not-for-profit organisation representing Australian retail investors.
A Squared Advisers
A Squared Advisers is an accounting and business advisory firm based in Newcastle, NSW Australia.
ASX operates Australia's primary securities exchange, the Australian Securities Exchange.
ausbiz is Australia's only live streaming channel dedicated to business, markets and startups.
Australian FinTech is a publisher of Australian fintech news, including a comprehensive list of Australian fintechs.
Bank of Queensland
BOQ Online Share Trading is a division of The Bank of Queensland.
Bay Financial Partners
Bay Financial Partners are full service financial planners located in Tauranga, New Zealand.
BDO Auckland Partners leverages Sharesight to provide award-winning portfolio reporting to its clients.
BDO Australia leverages Sharesight to provide award-winning portfolio reporting to its clients.
Bellmont Securities is a boutique Australian portfolio manager and broker based in Sydney, Australia.
Bendigo Invest Direct is an easy-to-use, affordable, online share trading solution.
Brentnalls is an affiliation of accountancy practices in Australia and New Zealand.
Cboe Australia (previously Chi-X Australia) is part of global exchange operator Cboe Global Markets.
CMC Markets Invest
CMC Markets Invest is Australia’s best value online broker.
Computershare provides stock registration and investor services.
Cornerstone Wealth is a financial planning firm situated in the eastern suburbs of Melbourne, Australia.
Danpalo Group is an accounting firm located in Perth, Australia.
DFK Australia New Zealand
DFK Australia New Zealand is an association of chartered accountants and business advisers.
Design, validate and retarget diversified investment portfolios to suit your investment risk and return expectations.
DNM Financial Services
DNM Financial Services are a full-service financial advice business based in Victoria, Australia.
EBROKING is a Share Trading Platform offered exclusively to ESUPERFUND Clients to trade for their SMSF
Engine Room is a business coaching, financial management & accounting firm located in Pukekohe, New Zealand.
Financial Keys is a firm of professional financial advisers based in Sydney, Australia.
FinTech Australia is an association of startups in the Australian financial services sector.
Firstlinks is a free investment newsletter written by Australian financial market professionals.
Fluid Financial Planning
Fluid Financial Planning is a privately owned boutique financial planning firm based in North Sydney, Australia.
Fundata provides information on Canadian investment funds.
Grant Thornton Australia
Grant Thornton Australia is part of one of the world's leading organisations of independent assurance, tax and advisory firms.
Growthwise is a small business accounting, tax, and advisory firm situated in Newcastle, Australia.
With Hatch, Kiwis can tailor an original portfolio of the world’s most exciting companies and funds.
HMT Partners AG
HMT Partners is a Swiss company that specialises in accounting, payroll administration, tax and consulting services.
Hood Sweeney is an accountancy and business consultant firm located in South Australia.
Inline Partners provides professional accounting and bookkeeping services in Sydney, Australia.
Interactive Brokers is an online broker that offers low-cost brokerage to investors around the world.
Jarden Direct is an online broker based in New Zealand.
Kaz Capital is a specialised financial services provider located in Sydney, Australia.
KMS Financial Solutions
KMS Financial Solutions is an accounting and financial advice firm in Balwyn (Melbourne), Australia.
LB Advisory is a chartered accounting and business advisory firm based in Sydney, Australia.
LemSec is a family-owned broker and boutique investment advisory firm based in Sydney, Australia.
Life Sherpa is Australia's most affordable financial advice service.
Livewire brings together investment insights from Australia's leading investment professionals.
Macquarie is a leading provider of financial, advisory, investment and funds management services.
Macrovue is an Australian trading platform that offers model portfolios.
Marketech Focus is a an online broker based in Australia.
MaxMind is a leading provider of IP intelligence and online fraud prevention tools.
McPhail & Partners
McPhail & Partners are a multi-discipline firm based in Melbourne, Australia.
Moore Stephens Australia
Moore Stephens Australia is part of one of the world's largest accounting networks.
AdviserLogic is Morningstar's easy-to-use financial planning software that helps independent financial advisers connect with clients and run efficient reporting
myprosperity is software that empowers advisers and their clients to make the most of their finances.
nutworth lets you track and analyse your net worth with ease.
The New Zealand Shareholders Association represents, promotes and protects the interests of investors.
NZX operates New Zealand’s only registered national stock exchange.
Ocean Asset Management
Ocean Asset Management is a private investment management company based in Sydney, Australia.
OKIS Wealth is a private wealth management company based in Melbourne, Australia.
OnMarket is an app and platform that is making Australian IPOs more inclusive.
Open Exchange Rates
Open Exchange Rates provides forex rates for worldwide and digital currencies.
Check your money situation, get instant tips on saving, pay off debt quicker and work towards early retirement.
Parinity is an independent financial planning and advisory firm based in Bisbane, Australia.
Pearler is a an online broker based in Australia.
Pitcher Partners is an Australian association of full service accounting, audit and advisory firms.
PocketSmith is budgeting and personal finance software for all walks of life.
ProductRex is a free product research solution for financial advisers, paraplanners, and anyone in finacial planning.
Questrade is Canada’s largest non-bank online broker leading the way with Canada’s lowest trading commissions.
Rivkin is a diversified financial services company based in Sydney, Australia.
Saxo Markets is a leading online broker providing clients multi-asset trading from one account.
Scope Accounting provides accounting and business solutions in Queensland, Australia.
Sharesies makes investing in New Zealand, US, and Australian stock exchanges accessible, with no minimum investment.
Simply Wall St
Simply Wall St allows you to make confident investment decisions with unique fundamental analysis and in-depth visuals.
Six Park is an automated investment management service (“robo-advisor”) based in Australia.
Small Caps is Australia's #1 site for market news & information on ASX listed small cap companies.
Stake is a desktop and mobile trading app that enables Australians to easily trade US stocks with $0 brokerage.
Stockfox is a virtual sharemarket advisory app that provides expert analysis, advice, and tips on shares and stocks.
Investment platform Stropro provides access to curated investment strategies from the world’s largest investment banks.
UHY Haines Norton
UHY Haines Norton is an association of independent Accountancy firms in Australia & New Zealand.
Westmere Accounting provides small business accounting & taxation services in Queensland, Australia.
Xignite is a leading provider of on-demand financial market data.