Technology partnerships
Activate data-intelligence for business growth with Sharesight
Become a partner
Activate growth opportunities
Connect to the Sharesight API to activate data-intelligence for performance insights and tax-reporting. Leverage a growing network of technology partners, and access tools and resources to support your business and drive growth.
Account management
Dedicated account manager and quarterly business review
API integration
Demo environment for API testing, and priority access to the latest API functionality and roadmaps
Product training
Dedicated product training and onboarding for your team
Marketing
Launch activities, access to marketing hub, opportunities for joint marketing campaigns and special offers.
*Available activities dependant on partner tierJoin the Sharesight Partner program
Your partnership tier will be determined based on a number of strategic growth factors. Get started today to activate your growth opportunities with Sharesight.
LaunchGain exposure with a listing on the Sharesight Partner Directory and marketing launch activities | Active | Strategic | Preferred |
|---|---|---|---|
Partner Directory | |||
Announcement | |||
API demo environment | |||
Dedicated account management | |||
Product training |
GrowUnlock growth opportunities as you progress in status level | Active | Strategic | Preferred |
|---|---|---|---|
Marketing Hub | |||
Marketing content | |||
Customer offers | |||
Webinars & events | |||
Leadership commentary |
EngageDive deeper with networking events that extend your expertise | Active | Strategic | Preferred |
|---|---|---|---|
Networking | |||
API ecosystem group | |||
Dedicated training days |
InnovateImmerse yourself in technology projects, and elevate your brand through custom audience amplification | Active | Strategic | Preferred |
|---|---|---|---|
Latest API access | |||
Quarterly business reviews | |||
Audience amplification co-op & CSR |
Why partner with us?
Partners work with Sharesight to extend their product functionality, to leverage our API for performance and tax reporting, and to gain exposure to our fast growing universe of more than 400,000+ experienced, self-directed investors.
Differentiate and retain
Upgrade your customer experience offering by providing clients with an award-winning portfolio tracker, for improved ‘stickiness’.
Meet client demand
Build to the Sharesight API and allow your customers to easily import their historical trades into their Sharesight portfolio.
Convert and grow
Gain exposure to our fast-growing universe of self-directed investors and get the support of Sharesight partner marketing.
Leverage support
Get the endorsement and support you need from the Sharesight team, with dedicated account management and product training.
Get data insights
Gain actionable insights from credible 3rd party providers, with secure financial and trading data input and retrieval.
Extended functionality
A superior out-of-the-box portfolio reporting solution that’s fast and easy to deploy, so you can stay focused on what you do best.
Don't just take our word for it
Over 400,000+ investors track their investments with Sharesight. Here’s what a few of them have to say: