Blog

How KmacD Financial streamlines reporting and saves time with Sharesight

We talk to financial planning firm KmacD Financial about how the Sharesight-AdviserLogic integration helps them save time and streamline client reporting.

How Absolute Wealth Advisers gets clarity and accuracy with Sharesight

We talk to Absolute Wealth Advisers, a financial planning business that uses Sharesight to get information on their clients' performance, cost base and tax.

How InstructAnt improved client service with Sharesight and AdviserLogic

We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.

How SuperEquity uses Sharesight to keep clients informed on performance

We talk to SuperEquity, a boutique stockbroking firm who uses Sharesight to keep clients informed on their investment performance metrics.

How a family office uses Sharesight to track clients’ net worth

We talk to Steven Kangas, President of Canada-based family office Kangas Consulting, about how he uses Sharesight to get a consolidated view of clients' wealth.

How CMC Markets uses Sharesight to deliver tax and portfolio reporting

We talk to CMC Markets about why they built to the Sharesight API and how the partnership helps CMC provide customers with tax and portfolio reporting.

How NZSA boosted engagement using Sharesight to build a trading game

We talk to Martin Dowse from the New Zealand Shareholders' Association (NZSA) about how he used Sharesight's API to build a share trading game for investors.