Share sight provides a comprehensive reporting suite crafted specifically by investors to cater to investors' needs. This suite equips you with the essential tools to assess your portfolio's performance, analyze its diversity, and make more informed investment decisions now and in the future.
Sharesight provides a comprehensive reporting suite crafted specifically by investors to cater to investors' needs. This suite equips you with the essential tools to assess your portfolio's performance, analyze its diversity, and make more informed investment decisions now and in the future.
Monitor your asset allocation and assess your portfolio diversity using the Diversity Report, whether based on FACTSET investment classifications or your own custom groupings. This tool simplifies rebalancing your portfolio to align with your target asset allocation.
Evaluate the performance of your investments across as many as five distinct or combined time periods using the Multi-Period Report. Analyze your portfolio's capital gains, payout gains, and currency gains expressed in either percentage or monetary terms over the selected durations.
Use the Performance Report to analyze how capital gains, dividends, and currency fluctuations affect your portfolio. Evaluate your performance across various preset and customizable dimensions such as country, market, industry, and more. Compare the outcomes of different investments within your portfolio while utilizing custom labels to refine and filter the report further.
Integrate your clients' portfolio data with our system to seamlessly import details of share transactions, including purchases, sales, and dividends, in real-time. This integration ensures full transparency over investment holdings and simplifies portfolio reconciliation with bank statements, eliminating the hassle of manual paperwork. Additionally, your clients can take advantage of Xero data being showcased in our portfolio, offering a consolidated view of their financial position, including bank balances, term deposits, and cash investments.
Streamline operations and boost efficiency by prioritizing revenue-generating activities and enhancing customer experiences. Minimize time spent on tax administration with a flexible, free from long-term commitments or hidden costs.
We are committed to protecting your financial information through advanced security technologies and continuous fraud monitoring. Our security framework includes data encryption, real-time transaction monitoring, secure account authentication, enhanced identity verification, and protection against suspicious activity. When potential risks are detected, additional security measures may be applied to help safeguard your accounts. We also support secure connectivity with authorized third-party applications, ensuring your financial information remains protected while maintaining convenient access to your accounts.