2015 Xero Roadshow Wrap-Up
As much as we enjoy being a SaaS business that works primarily online, we really love the chance to get out of the office from time-to-time and demo Sharesight to users on the ground. So when Xero invited us to their recent Roadshow which took place across Australia during the month of February, our Business Development Manager Vanessa Gorman and Client Experience Specialist Lulu Ye eagerly packed their bags and set-off to get the word out about our perfect portfolio management system.
If you followed the tweets, then you know that the overall theme seemed to be overwhelmingly huge turnouts in nearly every city. Not that should come as any surprise. Xero topped Forbes’ list of the world’s most innovative growth company last year, and Australian Managing Director Chris Ridd announced that they’re quickly closing-in on the 200,000 customer mark in Australia. And just yesterday, they announced a capital raise of NZ$147.2 million. So even more innovation and global growth is expected from the Wellington-based cloud accounting company.
Beyond a slew of exciting product enhancements announcements, the “day in the life of a connected advisor” session really stood-out from our perspective, with local Xero Gold partners sharing tips and advice on how to evolve practices by improving workflow and the way advisors interact with clients and each other. We were so pleased to see Sharesight mentioned time and time again as a crucial part of that process, and the crowds at our stand following those sessions were proof that attendees really took the advice to heart.
One of the best things about being part of the Xero Add-On ecosystem is the chance to work alongside the many great companies who make up this vibrant community. It’s always so nice to see the familiar faces of our mates from CrunchBoards, Deputy, Fathom, Practice Ignition, Receipt Bank, Shoeboxed, Spotlight Reporting, Workforce Guardian, ZeroBooks and others. It’s nice to be able to catch-up, talk strategy, and even go for long walks on the beach together (what happens in Frankston stays in Frankston)!
Of course, it wouldn’t be a Xero Roadshow without a bit of fun mixed in. Having recently been featured in XU Magazine, we jumped on the opportunity to pose for a selfie-stick photo with Xero Guru Heather Smith:
And like many others, we had a blast with Xero’s portable photo booth frame and indulged in Deputy’s delicious cookies:
A huge thank you to Xero for organizing another fantastic event and allowing us to tag along. The countdown is already on for Xerocon Auckland in April -- see you there!
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Building a multi-asset portfolio with ETFs
ETFs offer a cost-effective, flexible way to access diverse assets, helping investors build portfolios aligned with their risk tolerance and goals.
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Sharesight and Betashares team up for an exciting ETF education series
We're thrilled to launch a month-long collaboration between Sharesight and Betashares to educate investors on everything they need to know about ETF investing.
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Top trades by global Sharesight users — August 2024
Welcome to the August 2024 edition of Sharesight’s trading snapshot for global investors, where we look at the top trades by Sharesight users around the world.