Perfect Portfolio Management
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.
All the features you want, without the clutter
“I love Sharesight for its daily ‘keeping me in the picture’. It’s just good information to know exactly where things are, especially with retired people like ourselves. You have the option of calculating the market value of your portfolio from the initial purchase, or whether it’s your current financial year. I think those are all very good tools.”
“It allows you to understand exactly how your investments are going. The reports are incredibly helpful because you can actually see future income and what you’re going to get. So when you’re doing your end-of-year stuff, when you integrate with Xero, you can see dividends that have been declared but not paid, which is very handy. And you can actually do those adjustments prior to submitting it to the accountant.”
Peter Naude, Outsourced Resource Pty Ltd
“Having one set of data, accessed via username and password by three different invited parties, has been huge. No more folders full of stuff, contract notes going missing, etc. Less meetings and more collaboration over email and phone – saves lots of time.
Just knowing it could function across the NZ and Australian markets – handling both equities and debt securities – was a major plus for me.”