Partners

We partner with finance industry leaders. Access award-winning portfolio performance and tax reporting by joining our fast-growing ecosystem.



All partners



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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logo - Abletech (white)

Abletech

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

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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 - AIA

AIA

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

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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 - amscot

amscot Stockbroking

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

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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 - 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 - ASX

ASX

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

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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 - 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 - BOQ (white)

Bank of Queensland

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

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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 - 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 - Bellmont Securities

Bellmont Securities

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

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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 - Brentnalls (white)

Brentnalls

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

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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 - CMC Invest (white)

CMC Markets Invest

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

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logo - Computershare (white)

Computershare

Computershare provides stock registration and investor services.

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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 - Danpalo Group (white)

Danpalo Group

Danpalo Group is an accounting firm located in Perth, Australia.

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logo - DFK Australia New Zealand

DFK Australia New Zealand

DFK Australia New Zealand is an association of chartered accountants and business advisers.

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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 - 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 - Engine Room (white)

Engine Room

Engine Room is a business coaching, financial management & accounting firm located in Pukekohe, New Zealand.

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logo - eSuperfund

Esuperfund

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

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logo - Financial Keys (white)

Financial Keys

Financial Keys is a firm of professional financial advisers based in Sydney, Australia.

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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 - Firstlinks (white)

Firstlinks

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

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logo fluid-financial-planning white

Fluid Financial Planning

Fluid Financial Planning is a privately owned boutique financial planning firm based in North Sydney, Australia.

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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 - Fundata (white)

Fundata

Fundata provides information on Canadian investment funds.

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logo - Grant Thornton (white)

Grant Thornton Australia

Grant Thornton Australia is part of one of the world's leading organisations of independent assurance, tax and advisory firms.

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logo - Growthwise (white

Growthwise

Growthwise is a small business accounting, tax, and advisory firm situated in Newcastle, 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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Logo HMT Partners AG

HMT Partners AG

HMT Partners is a Swiss company that specialises in accounting, payroll administration, tax and consulting services.

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logo - Hood Sweeney (white)

Hood Sweeney

Hood Sweeney is an accountancy and business consultant firm located in South Australia.

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Logo - Inline Partners (white)

Inline Partners

Inline Partners provides professional accounting and bookkeeping services in Sydney, Australia.

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logo - Interactive Brokers (white)

Interactive Brokers

Interactive Brokers is an online broker that offers low-cost brokerage to investors around the world.

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Logo - Jarden Direct (white)

Jarden Direct

Jarden Direct is an online broker based in New Zealand.

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logo - Kaz Capital

Kaz Capital

Kaz Capital is a specialised financial services provider located in Sydney, Australia.

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logo - KMS Financial Solutions

KMS Financial Solutions

KMS Financial Solutions is an accounting and financial advice firm in Balwyn (Melbourne), Australia.

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logo - LB Advisory (white)

LB Advisory

LB Advisory is a chartered accounting and business advisory firm based in Sydney, Australia.

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logo - LemSec (white)

LemSec

LemSec is a family-owned broker and boutique investment advisory firm based in Sydney, Australia.

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logo - Life Sherpa

Life Sherpa

Life Sherpa is Australia's most affordable financial advice service.

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logo - Livewire (white)

Livewire

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

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logo - Macquarie

Macquarie

Macquarie is a leading provider of financial, advisory, investment and funds management services.

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logo - Macrovue (white)

Macrovue

Macrovue is an Australian trading platform that offers model portfolios.

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Logo - Marketech (white)

Marketech Focus

Marketech Focus is a an online broker based in Australia.

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logo - maxmind

MaxMind

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

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logo - McPhail & Partners

McPhail & Partners

McPhail & Partners are a multi-discipline firm based in Melbourne, Australia.

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logo - Moore Stephens

Moore Stephens Australia

Moore Stephens Australia is part of one of the world's largest accounting networks.

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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 - nzsa (white)

NZSA

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

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logo - NZX (white)

NZX

NZX operates New Zealand’s only registered national stock exchange.

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logo - Ocean Asset Management (white)

Ocean Asset Management

Ocean Asset Management is a private investment management company based in Sydney, Australia.

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logo - OKIS Wealth (white)

OKIS Wealth

OKIS Wealth is a private wealth management company based in Melbourne, Australia.

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logo - OnMarket (white)

OnMarket

OnMarket is an app and platform that is making Australian IPOs more inclusive.

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logo - Open Exchange Rates

Open Exchange Rates

Open Exchange Rates provides forex rates for worldwide and digital currencies.

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logo - otivo

Otivo

Check your money situation, get instant tips on saving, pay off debt quicker and work towards early retirement.

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logo - Parinity (white)

Parinity

Parinity is an independent financial planning and advisory firm based in Bisbane, Australia.

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Logo - Pearler (white)

Pearler

Pearler is a an online broker based in Australia.

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logo - Pitcher Partners

Pitcher Partners

Pitcher Partners is an Australian association of full service accounting, audit and advisory firms.

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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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Logo - Questrade (white)

Questrade

Questrade is Canada’s largest non-bank online broker leading the way with Canada’s lowest trading commissions.

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logo - Rivkin (white)

Rivkin

Rivkin is a diversified financial services company based in Sydney, Australia.

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Logo - Saxo Markets (White)

Saxo Markets

Saxo Markets is a leading online broker providing clients multi-asset trading from one account.

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logo - Scope Accounting (white)

Scope Accounting

Scope Accounting provides accounting and business solutions in Queensland, Australia.

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logo - Sharesies

Sharesies

Sharesies makes investing in New Zealand, US, and Australian stock exchanges accessible, with no minimum investment.

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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 - Small Caps

Small Caps

Small Caps is Australia's #1 site for market news & information on ASX listed small cap companies.

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logo - Stake (white)

Stake

Stake is a desktop and mobile trading app that enables Australians to easily trade US stocks with $0 brokerage.

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logo - Stockfox (white)

Stockfox

Stockfox is a virtual sharemarket advisory app that provides expert analysis, advice, and tips on shares and stocks.

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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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logo - UHY Haines Norton (white)

UHY Haines Norton

UHY Haines Norton is an association of independent Accountancy firms in Australia & New Zealand.

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logo - Westmere Accounting

Westmere Accounting

Westmere Accounting provides small business accounting & taxation services in Queensland, Australia.

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logo - xignite (white)

Xignite

Xignite is a leading provider of on-demand financial market data.

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