Blog

How SuperEquity uses Sharesight to keep clients informed on performance

by Diana Ioppolo, Content writer | Aug 15th 2023

SuperEquity is a boutique stockbroking firm that specialises in advising clients on their investment portfolios inside superannuation. The firm’s predominant client base is retirees who are both educated on and interested in the investment selection and management process. We talk to SuperEquity about why they use Sharesight and how it helps them keep clients informed on key performance metrics.

SuperEquity Sharesight testimonial

“Our clients need the detail,” says Tracy Askew, Managing Director of SuperEquity.

“They want to delve into the specifics of their investment returns, compare their returns to market indices and stay up-to-date on sectoral trends.”

While the firm uses AdviserLogic as its CRM, it needed another solution to unlock this level of investment detail for its clients. Tracy had heard about Sharesight from her prior work with CMC Markets and began testing the platform.

“Sharesight is an invaluable tool, especially for smaller firms like us,” adds Tracy.

“It is simply not feasible for us to construct our own means of comprehensively analysing long-term returns – Sharesight has stepped up to serve this purpose.”

Sharesight has helped the SuperEquity team deliver value across their client services, including:

  • Capturing positions following multiple transactions to help clients compare where they started to where they are now.
  • Providing overall returns for specific investments to highlight the results the team has delivered.
  • Sharing automated end of financial year reports with clients’ accountants for tax returns and planning.

“Our clients stand to gain the most out of Sharesight. They get all the detail about how their investments have performed at their fingertips. And by pairing Sharesight with AdviserLogic, we get the bonus of accessing Sharesight at a competitive rate. It’s great for us, great for accountants, but most importantly, great for clients.”

— Tracy Askew, Founder, SuperEquity

Track your clients’ performance with Sharesight

Join thousands of professionals using Sharesight to track their clients’ wealth and get the full picture of their investment performance. Sign up for a free trial so you can:

Put Sharesight to the test with a free 30-day no-risk trial – there are no billing details or credit card required and you can upgrade, downgrade or cancel at any time.

Sharesight-Portfolio-NoLogo

FURTHER READING

Top investing podcasts

Top 50 finance and investing podcasts in 2025

by Stephanie Stefanovic | Apr 27th 2025

The Sharesight team has put together a list of the top 50 investing, personal finance and business news podcasts worldwide.

Custom groups

8 ways to use Sharesight's custom groups feature

by Ricky Yeo | Apr 23rd 2025

This blog explains our custom groups feature, including strategies that can help you gain deeper portfolio insights and make more informed investing decisions.

Timing the market with ETFs

You can time the market – and ETFs are the way to do it

by Marcus Padley | Apr 15th 2025

Marcus Today founder and director Marcus Padley discusses timing the market, and how investors can do this using exchange-traded funds (ETFs).