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Search ResultsShowing 1 - 6 of 6 results for "Sharesight"
Trading platform partners with Sharesight
KARREN VERGARA  |  TUESDAY, 1 DEC 2020
A new trading platform has partnered with Sharesight to provide portfolio and tax reporting to retail investors. Marketech Focus, which soft launched in June, has revamped its digital infrastructure to allow investors to track portfolio performances ...
Saxo partners for new reporting service
ELIZABETH MCARTHUR  |  WEDNESDAY, 11 SEP 2019
... Markets has entered into a new partnership to provide an institutional grade reporting service. The partnership with Sharesight will deliver an integrated recordkeeping service for self-directed investors. Saxo described the initiative as "open banking-like" ...
Finnies recognise wealth management disruptors
KARREN VERGARA  |  WEDNESDAY, 8 MAY 2019
... Excellence in Wealth Management category. They join the likes of RateSetter, Pocketbook, Map My Plan, MyProsperity, Sharesight, Longevity App and Ignition Advice. Zuper chief executive and co-founder Jessica Ellerm; Joel Robbie, chief executive of advice ...
Move to horizontal integration for wraps
MELANIE TIMBRELL  |  MONDAY, 13 FEB 2012
... traditional approach to vertical integration by wraps may be numbered, according to online portfolio management provider Sharesight. A reasonable degree of vertical integration has been available for those buying a whole product package, but issues have ...
Planners urged to commit to the cloud
LOREN RUGEBREGT  |  FRIDAY, 5 AUG 2011
... technology can open up more client bases for financial advisers, said an online portfolio provider. Executive director of Sharesight, Andrew Bird explained said the cloud computing process made it easier to connect different systems together to provide ...
Former Morningstar chief joins Sharesight
ELISE BURGESS  |  THURSDAY, 2 JUN 2011
... Australia has shifted across the Tasman and joined the board of New Zealand-based portfolio management service firm, Sharesight, as executive director. Bird will lead the company's first foray into the Australian market, targeting advisers and investors ...
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