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 self-directed investors. The Open Banking-like initiative, integrated through an open API, will allow Saxo clients in Australia to create share trading summary reports with one […]

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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 integration of Sharesight portfolio data within myprosperity is the latest milestone in the company’s ambitious journey to create a comprehensive shared data platform for accountants, advisers, and consumers. Chris Ridd, […]

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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 lost and even one of the big four banks could disappear, according to a panel of the nation’s leading fintech entrepreneurs speaking today at the […]

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