We think advisors and their clients already have enough paperwork. That’s why we’ve teamed up with Sharesight - to take the hassle out of managing your share portfolio.
Sharesight is a cloud-based portfolio tool that gives you online access to stock and fund performance and a host of other features.
But the best thing about it is how it ends the paper trail.
Dividends and adjustments are automatically accounted for and each trade is automatically added to your portfolio. Once your portfolio is established we'll integrate it with Xero to make bank reconciliation a breeze.
You’ll find Sharesight easy to use, accurate and it will save us both time. Plus you’ll get a portfolio tool that helps you manage your
investments by removing the paperwork.