Sharesight Pro for financial advisers
A flexible and cost effective portfolio performance solution. Automate your practice with a 30-day free trial. No credit card needed.
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Cut admin and boost productivity
Sharesight Pro combines all the information financial advisers need to manage and report on client investment portfolios. Powerful stock market data aggregation tools save you hours of manual administration, while comprehensive performance reports provide the insights you need to deepen client relationships.
Performance insights
Analyse a portfolio or individual holding’s true returns – including brokerage, currency effects and dividends. Plus run easy-to-read diversity, asset allocation and contribution analysis reports.
Everything in one place
Badgering clients for trade confirmations and dividend statements? Staff struggling with stale spreadsheets? Having everything in one place puts an end to file-chasing and ensures everyone’s on the same page.
Cost savings
Forget expensive wrap accounts and investment platforms. Take advantage of a SaaS monthly subscription model and no contracts, FUM fees, custodian fees, admin fees or any other hidden costs.
Clearly see the impact of time on portfolio performance
The Multi-Period Report joins the recently launched Multi-Currency Valuation Report as part of Sharesight’s premier reporting suite. This powerful report allows advisers to analyse and compare portfolio performance across multiple slices of time to unlock the hidden drivers behind investment returns.
- Access investment decisions against market events
- Put performance volatility in context
- Track long-term performance of a dividend portfolio
- Customise the report for a more a tailored client strategy
- Easily share portfolio insights with your clients
Explore report
Listen for yourself
Sharesight’s Chris Stojcevski explains why financial advisers are moving away from platforms and how Sharesight Pro can help in reducing client costs.
Powerful Pro features that change the way you work
Keeping track of your client’s share portfolios used to be a hassle. Sharesight Pro makes it simple. Want automatic trade recording with comprehensive performance reporting, wrapped up in an easy-to-use, fully online system? That’s Sharesight Pro in a nutshell.
Effortless setup
Choose the level of detail you want in each portfolio – from opening balances to complete trading histories – all imported it in just a few clicks.
Automatic updates
Sit back and watch as share prices, currency effects and corporate actions such as dividends, DRPs and share splits are automatically incorporated.
Simple sharing
Grant access to staff and clients according to the level of access they require: read, read/write, or admin.
Financial advisers love Sharesight Pro…
Peter Naude
Sharesight Pro customer