Pro benefits that make you more efficient, so you can boost revenue and grow your business
Sharesight Pro combines all the information accountants and financial advisors need to manage and report on client investment portfolios. Powerful stock market data aggregation tools save you hours of manual administration, while comprehensive tax and performance reports provide unparalleled insights.
End shoebox syndrome
Badgering clients for contract notes 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.
Simplify portfolio admin
Imagine client portfolios that are always up-to-date with the latest trade, currency and corporate action data. Use your new-found time to attract new clients, or claim back some hours in your day.
Deepen client relationships
With tax and performance reporting taken care of, you’ll have more time for more rewarding, pro-active activities such as tax planning and forward-looking investment discussions.
Powerful Pro features
that will change the way you work
Keeping track of your client’s share portfolios used to be a hassle. Sharesight Pro makes it simple. Want automatic trade recording with comprehensive tax and performance reporting, wrapped up in an easy-to-use, fully online system? That’s Sharesight Pro in a nutshell.
Choose the level of detail you want in each portfolio – from opening balances to complete trading histories – all imported it in just a few clicks.
Sit back and watch as share prices, currency effects and corporate actions such as dividends, DRPs and share splits are automatically incorporated.
Grant access to staff and clients according to the level of access they require: read, read/write, or admin.
Comprehensive tax reporting
Get everything you need for balance sheet preparation plus comprehensive tax-time reports including taxable income, historical cost, foreign investment funds (FIF), traders tax, and more.
Seamless Xero integration
Synchronise share purchases, sales, and dividends to leading online accounting system Xero for easy bank statement reconciliation. Plus track cash balances for complete financial positions.
Powerful performance data
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.
Go mobile with a handy app designed for iPhone & Android phones, plus the full version of Sharesight works great on tablets as well as computers.
Apply your logo to marketing flyers and PDF reports so they’re personalised with your company brand when you download and share them with clients.
Reach out to your dedicated account manager whenever you need assistance, plus leverage online tutorials and an active community forum.
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.
See for yourself how 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
Need fewer than 5 portfolios? The retail edition of Sharesight might be for you.
Financial professionals love Sharesight Pro …
Sharesight makes it easy to review portfolio performance, track income and manage those awful FIF calculations at tax time.
Margaret Holmes Sharesight Pro Customer
A lot of stuff is taken care of for me, automatically. Adding dividends, dividend reinvestment plan calculations, tax reports.
David McEwen Sharesight Pro Customer
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
Record keeping for my clients investment trusts just got simple.
Andrew Haynes Sharesight Pro Customer
Sharesight has allowed us to assist our clients to manage their long term investment strategies.
Peter Naude Sharesight Pro Customer
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