Sharesight Pro combines all the information accountants and financial advisors need to manage and report on client investment portfolios. Powerful stock market data aggregation tools save you hours of manual administration, while comprehensive tax and performance reports provide unparalleled insights.

• End shoebox syndrome
  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.
• Simplify portfolio admin
  Imagine client portfolios that are always up-to-date with the latest trade, currency and corporate action data. Use your new-found time to attract new clients, or claim back some hours in your day.
• Deepen client relationships
  With tax and performance reporting taken care of, you’ll have more time for more rewarding, pro-active activities such as tax planning and forward-looking investment discussions.