Technology partnerships



Activate data-intelligence for business growth with Sharesight

sharesight ecosystem

Activate growth opportunities

Connect to the Sharesight API to activate data-intelligence for performance insights and tax-reporting. Leverage a growing network of technology partners, and access tools and resources to support your business and drive growth.
  • ACCOUNT MANAGEMENT – Dedicated account manager and quarterly business review
  • API INTEGRATION – Demo environment for API testing, and priority access to the latest API functionality and roadmaps
  • PRODUCT TRAINING – Dedicated product training and onboarding for your team
  • MARKETING – Launch activities, access to marketing hub, opportunities for joint marketing campaigns and special offers

*Available activities dependant on partner tier

Join the Sharesight Partner Program

Your partnership tier will be determined based on a number of strategic growth factors. Get started today to activate your growth opportunities with Sharesight.
LAUNCH — Gain exposure with a listing on the Sharesight Partner Directory and marketing launch activities.
LAUNCHACTIVESTRATEGICPREFERRED
Partner Directory
Your company logo and partnership overview on the Sharesight website
XXX
Announcement
Partnership announcement on Sharesight blog and newsletter
XXX
API demo environment
For trialling Sharesight integration
XXX
Dedicated account management
Engage with your account manager to access the support of the Sharesight team
XXX
Product training
Live Sharesight product training and onboarding for your team
XXX
GROW — Unlock growth opportunities as you progress in status level.
GROWACTIVESTRATEGICPREFERRED
Marketing Hub
Access to branding materials and templates via the Sharesight Marketing Hub
XXX
Marketing content
Gain exposure to Sharesight audience by contributing leadership content for blogs and articles
XXX
Customer offers
Eligible for complementary customer offers
 XX
Webinars & events
Participate in educational and leadership-enhancing webinars and live events
 XX
Leadership commentary
Opportunity to contribute commentary/quotes on industry topics to be shared in relevant Sharesight marketing and media content
 XX
ENGAGE — Dive deeper with networking events that extend your expertise.
ENGAGEACTIVESTRATEGICPREFERRED
Networking
Invitation to attend quarterly live networking events to engage with the Sharesight community
 XX
API ecosystem group
Qualified to participate in this selective group to take a deep dive into our roadmap
  X
Dedicated training days
A half day dedicated to training your staff across departments on GTM strategy, product bundles, and support
  X
INNOVATE — Immerse yourself in technology projects, and elevate your brand through custom audience amplification.
INNOVATEACTIVESTRATEGICPREFERRED
Latest API access
Priority access to the latest API functionality
 XX
Quarterly business reviews
Review retrospective data to measure activities and plan growth strategy for the upcoming quarter
 XX
Audience amplification co-op & CSR
Take part in a gamified marketing initiative which includes content/media amplification, and CSR activity driven by the partner community (TBC)
 XX

Why partner with Sharesight?

Partners work with Sharesight to extend their product functionality, to leverage our API for performance and tax reporting, and to gain exposure to our fast growing universe of more than 300,000 experienced, self-directed investors.
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DIFFERENTIATE & RETAIN

Upgrade your customer experience offering by providing clients with an award-winning portfolio tracker, for improved ‘stickiness’.
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MEET CLIENT DEMAND

Build to the Sharesight API and allow your customers to easily import their historical trades into their Sharesight portfolio.
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CONVERT & GROW

Gain exposure to our fast-growing universe of self-directed investors and get the support of Sharesight partner marketing.
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LEVERAGE SUPPORT

Get the endorsement and support you need from the Sharesight team, with dedicated account management and product training.
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GET DATA INSIGHTS

Gain actionable insights from credible 3rd party providers, with secure financial and trading data input and retrieval.
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EXTENDED FUNCTIONALITY

A superior out-of-the-box portfolio reporting solution that’s fast and easy to deploy, so you can stay focused on what you do best.