How SuperEquity uses Sharesight to keep clients informed on performance

SuperEquity is a boutique stockbroking firm that specialises in advising clients on their investment portfolios inside superannuation. The firm’s predominant client base is retirees who are both educated on and interested in the investment selection and management process. We talk to SuperEquity about why they use Sharesight and how it helps them keep clients informed on key performance metrics.

“Our clients need the detail,” says Tracy Askew, Managing Director of SuperEquity.

“They want to delve into the specifics of their investment returns, compare their returns to market indices and stay up-to-date on sectoral trends.”

While the firm uses AdviserLogic as its CRM, it needed another solution to unlock this level of investment detail for its clients. Tracy had heard about Sharesight from her prior work with CMC Markets and began testing the platform.

“Sharesight is an invaluable tool, especially for smaller firms like us,” adds Tracy.

“It is simply not feasible for us to construct our own means of comprehensively analysing long-term returns – Sharesight has stepped up to serve this purpose.”

Sharesight has helped the SuperEquity team deliver value across their client services, including:

• Capturing positions following multiple transactions to help clients compare where they started to where they are now.
• Providing overall returns for specific investments to highlight the results the team has delivered.
• Sharing automated end of financial year reports with clients’ accountants for tax returns and planning.

“Our clients stand to gain the most out of Sharesight. They get all the detail about how their investments have performed at their fingertips. And by pairing Sharesight with AdviserLogic, we get the bonus of accessing Sharesight at a competitive rate. It’s great for us, great for accountants, but most importantly, great for clients.”

— Tracy Askew, Founder, SuperEquity

Track your clients’ performance with Sharesight

Join thousands of professionals using Sharesight to track their clients’ wealth and get the full picture of their investment performance. Sign up for a free trial so you can:

• Track all your clients’ investments in one place, including stocks, ETFs, mutual/managed funds, property and even cryptocurrency
• Get the true picture of your clients’ investment performance, including the impact of brokerage fees, distributions, and capital gains with Sharesight’s annualised performance calculation methodology
• Run powerful reports built for investors, including performance, portfolio diversity, contribution analysis, multi-period, multi-currency valuation and future income (upcoming distributions)
• Run tax reports including taxable income (dividends/distributions), capital gains tax (Australia and Canada), traders tax (capital gains for traders in NZ) and FIF foreign investment fund income reports (NZ)

Put Sharesight to the test with a free 30-day no-risk trial – there are no billing details or credit card required and you can upgrade, downgrade or cancel at any time.

FURTHER READING

• How a family office uses Sharesight to track clients’ net wealth
• Why one accountant switched from Excel to Sharesight
• How financial advisers meet AFSL requirements with Sharesight