Blog

PwC partners with Sharesight

by Doug Morris, CEO, Sharesight | Sep 19th 2016

We’re pleased to announce that PwC has chosen Sharesight to be part of PwC Next.

Next is PwC’s cloud-based platform for private clients and businesses. It provides a tailored worldview of PwC clients’ affairs and allows them to engage with PwC anytime, anywhere. Next also integrates with best-of-breed applications such as Xero, Shoeboxed, and Spotlight Reporting.

With Next, PwC is aiming to not only transform the way financial & business information is captured, processed and reported, but the way PwC Partners, consultants, and staff interact with their clients to deliver timely and actionable insights.

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Using Sharesight and Next, PwC will have real-time, cloud-based access to their clients’ investment portfolios. This will enable them to provide strategic guidance across client entities regardless of investment objectives, asset classes, or their financial institutions. Plus the existing Sharesight and Xero integration means tax preparation is seamless, enabling PwC to focus on long term tax planning.

Clearly investment choices are an individual’s own to make. But, combining the pedigree of PwC’s consulting power with a technology platform built with the investor’s interests at heart is a winning combination that should yield lower costs and better returns. This integration also represents an exciting use of the Sharesight API with PwC opting to leverage an award winning fintech to enhance their own technical IP.

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).

Morningstar analysis Q1 2025

Morningstar analyses Australian investors’ top trades: Q1 2025

by Mark LaMonica, Morningstar Director of Personal Finance | Apr 9th 2025

Morningstar reviews the top 20 trades by Australian Sharesight users in Q1 2025, and reveals where their analysts see potential opportunities.