Partner with Sharesight for growth
Access award-winning portfolio performance and tax reporting
Become a partner
A connected experience, with data-intelligence for business growth
Sharesight believes in building a connected ecosystem of solutions that puts investors in control. 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 experienced self-directed investors, financial advisors, family offices, and accounting firms.
We work collaboratively with our partners to solve problems across the financial, technology and marketing spectrum. Our partnerships take on many forms. Sharesight can be a supplemental add-on, or a core application.
Why partner with us?
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.
Differentiate and retain
Upgrade your customer experience offering by providing clients with an award-winning portfolio tracker, for improved ‘stickiness’.
Meet client demand
Build to the Sharesight API and allow your customers to easily import their historical trades into their Sharesight portfolio.
Convert and grow
Gain exposure to our fast-growing universe of self-directed investors and get the support of Sharesight partner marketing.
Get the endorsement and support you need from the Sharesight team, with dedicated account management and product training.
Get data insights
Gain actionable insights from credible 3rd party providers, with secure financial and trading data input and retrieval.
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.
Sharesight integration makes insightful financial transactions simple
The Sharesight API allows you to integrate your platform or data with Sharesight’s online portfolio management software. Access is permissioned on a per-user level.
Don't just take our word for it
Over 300,000+ investors track their investments with Sharesight. Here’s what a few of them have to say: