Bridging the advice gap with technology increases flexibility for self-licensees, new research shows

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Amid ongoing debate by Australian legislators and regulators on the future of financial advice, including how to restore advisor numbers and meet the needs of a growing demographic nearing retirement,

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Sharesight partners with Desktop Broker to bring powerful reporting to advisers

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Sharesight has integrated with Desktop Broker, allowing advisers to have their clients’ trading data automatically synced to Sharesight’s portfolio tracker. By having Desktop Broker trades automatically populated in Sharesight, advisers

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Sharesight integrates Stropro to boost alternative,structured investments

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Sharesight, a leading fintech platform and Stropro are pleased to announce the Stropro alternatives platform has been integrated with Sharesight to provide an elegant ‘whole-of-wealth’ reporting solution for users of both platforms.

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Saxo Markets joins forces with Sharesight to provide an institutional grade reporting service

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Saxo Markets, the multi-asset trading and investing specialist, and Sharesight, a portfolio tracking and tax reporting service provider, have announced a new partnership to deliver an integrated recordkeeping service for

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Sharesight data now available in myprosperity

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Leading wealth portal myprosperity has announced a partnership with premier share portfolio tracker, Sharesight. Clients who use Sharesight to track their investments will now be able to view them from within their myprosperity wealth portal. The direct

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Fintechs to take market share, talent away from incumbents

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Fintech companies are moving in on traditional financial services providers as their products and services gain popularity, grabbing market share and talent while forcing down costs. Traditional jobs may be

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