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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logo - Morningstar (white)

Morningstar

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia.

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logo - PwC (white)

PwC

PwC is a multinational professional services company.

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logo - KPMG (white)

KPMG

KPMG is a multinational professional services company.

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logo - Simply Wall St

Simply Wall St

Simply Wall St allows you to make confident investment decisions with unique fundamental analysis and in-depth visuals.

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logo - FactSet

FactSet

FactSet provides financial data to global financial institutions.

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logo - Xero (white)

Xero

Sharesight has partnered with Xero to provide a seamless solution between portfolio management and portfolio accounting.

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Accountants

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logo - PwC (white)

PwC

PwC is a multinational professional services company.

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logo - KPMG (white)

KPMG

KPMG is a multinational professional services company.

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logo - A Squared Advisers (white)

A Squared Advisers

A Squared Advisers is an accounting and business advisory firm based in Newcastle, NSW Australia.

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logo - BDO (white)

BDO Auckland

BDO Auckland Partners leverages Sharesight to provide award-winning portfolio reporting to its clients.

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logo - BDO (white)

BDO Australia

BDO Australia leverages Sharesight to provide award-winning portfolio reporting to its clients.

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logo - Brentnalls (white)

Brentnalls

Brentnalls is an affiliation of accountancy practices in Australia and New Zealand.

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Asset Managers and Robo-Advisors

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logo - Affluence Funds Management (white)

Affluence Funds Management

Affluence Funds Management is a boutique investment management firm based in Brisbane, Australia.

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logo - Macrovue (white)

Macrovue

Macrovue is an Australian trading platform that offers model portfolios.

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logo - Six Park (white)

Six Park

Six Park is an automated investment management service (“robo-advisor”) based in Australia.

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logo - Stropro (white)

Stropro

Investment platform Stropro provides access to curated investment strategies from the world’s largest investment banks.

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Associations

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logo - AIA

AIA

The AIA is Australia’s leading non-profit organisation assisting its members to make improved investment decisions.

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logo - ASA (white)

ASA

The ASA is an independent, member-funded, not-for-profit organisation representing Australian retail investors.

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logo - FinTech Australia

FinTech Australia

FinTech Australia is an association of startups in the Australian financial services sector.

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logo - nzsa (white)

NZSA

The New Zealand Shareholders Association represents, promotes and protects the interests of investors.

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Brokers

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logo - amscot

amscot Stockbroking

amscot Stockbroking is a full trading and clearing participant for Australia's leading stock exchanges.

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logo - BOQ (white)

Bank of Queensland

BOQ Online Share Trading is a division of The Bank of Queensland.

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logo - Bendigo Bank (white)

Bendigo Bank

Bendigo Invest Direct is an easy-to-use, affordable, online share trading solution.

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logo - CMC Invest (white)

CMC Markets Invest

CMC Markets Invest is Australia’s best value online broker.

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logo - eSuperfund

Esuperfund

Esuperfund is a Self Managed Super Fund service provider based in Australia.

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logo - hatch (white)

Hatch

With Hatch, Kiwis can tailor an original portfolio of the world’s most exciting companies and funds.

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Data Providers

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logo - Morningstar (white)

Morningstar

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia.

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logo - FactSet

FactSet

FactSet provides financial data to global financial institutions.

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logo - ASX

ASX

ASX operates Australia's primary securities exchange, the Australian Securities Exchange.

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logo - Cboe Australia

Cboe Australia

Cboe Australia (previously Chi-X Australia) is part of global exchange operator Cboe Global Markets.

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logo - Computershare (white)

Computershare

Computershare provides stock registration and investor services.

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logo - Fundata (white)

Fundata

Fundata provides information on Canadian investment funds.

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Financial Advisors

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logo - AJ Financial Planning (whi

AJ Financial Planning

AJ Financial Planning is an innovative financial planning firm based in Melbourne, Australia.

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logo - A Squared Advisers (white)

A Squared Advisers

A Squared Advisers is an accounting and business advisory firm based in Newcastle, NSW Australia.

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logo - bay financial partners (white)

Bay Financial Partners

Bay Financial Partners are full service financial planners located in Tauranga, New Zealand.

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logo - Bellmont Securities

Bellmont Securities

Bellmont Securities is a boutique Australian portfolio manager and broker based in Sydney, Australia.

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logo - Cornerstone Wealth (white)

Cornerstone Wealth

Cornerstone Wealth is a financial planning firm situated in the eastern suburbs of Melbourne, Australia.

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logo - DNM Financial Services

DNM Financial Services

DNM Financial Services are a full-service financial advice business based in Victoria, Australia.

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logo - Abletech (white)

Abletech

Abletech is a software company that builds web and mobile applications.

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logo - Australian FinTech

Australian FinTech

Australian FinTech is a publisher of Australian fintech news, including a comprehensive list of Australian fintechs.

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logo - maxmind

MaxMind

MaxMind is a leading provider of IP intelligence and online fraud prevention tools.

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Research Providers

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logo - Simply Wall St

Simply Wall St

Simply Wall St allows you to make confident investment decisions with unique fundamental analysis and in-depth visuals.

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logo - ausbiz

ausbiz

ausbiz is Australia's only live streaming channel dedicated to business, markets and startups.

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logo - Diversiview

Diversiview

Design, validate and retarget diversified investment portfolios to suit your investment risk and return expectations.

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Logo - Firstlinks (white)

Firstlinks

Firstlinks is a free investment newsletter written by Australian financial market professionals.

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logo - forwardcaster (white)

Forwardcaster

Forwardcaster allows you to improve returns by building and testing your own long-term investment strategies.

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logo - Livewire (white)

Livewire

Livewire brings together investment insights from Australia's leading investment professionals.

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Software Providers

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logo - Xero (white)

Xero

Sharesight has partnered with Xero to provide a seamless solution between portfolio management and portfolio accounting.

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logo - myprosperity (white)

myprosperity

myprosperity is software that empowers advisers and their clients to make the most of their finances.

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logo - nutworth

nutworth

nutworth lets you track and analyse your net worth with ease.

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logo - PocketSmith (white)

PocketSmith

PocketSmith is budgeting and personal finance software for all walks of life.

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logo - ProductRex (white)

ProductRex

ProductRex is a free product research solution for financial advisers, paraplanners, and anyone in finacial planning.

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