Built for accountants, advisors & family offices
Automatically track listed and unlisted investments, including dividends, corporate actions and capital gains across your clients' portfolios.
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Take the hassle out of portfolio management
Chasing clients for trade confirmations and dividend statements? Staff struggling with stale spreadsheets? Sharesight automates the tedious tasks so you can focus on growing your business.
Pay as you need pricing
A plan that can scale with your business.
*Prices in NZD excluding GST.NZD per portfolio/per month*
Portfolios
$13.5
5-19
Portfolios
$12
20-49
Portfolios
$10.5
50-99
Portfolios
$9.2
100+
Portfolios
Onboarding made easy
Effortlessly establish your clients’ portfolios in Sharesight with help from our dedicated team, and ensure secure data sharing within your team and with your clients.
Don't just take our word for it
Over 400,000+ investors track their investments with Sharesight. Here’s what a few of them have to say:
