Balance Impact is Australia’s first 100% online ethical investment service. They offer five model investment portfolios, all of which include only ethical investments.

How we work together

As a Sharesight Pro partner, Balance Impact uses Sharesight to monitor the performance of each of their five model investment portfolios, and their clients use it to access their portfolio information at any time.

Their thoughts on Sharesight

We want our clients’ experience of online ethical investing to be top notch. For us, that includes anytime online portfolio access and for that data to be presented in a really straightforward way. When we looked for partners, Sharesight offered that combination of powerful reporting with a clean user interface.
Emily Martin – CEO, Balance Impact

Balance Impact
1 Bligh Street
Sydney, NSW
02 8226 8596
Partner Category
Asset Managers and Robo-Advisors
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