Share and manage all your client portfolios
Automatically track trades, dividend payments/corporate actions and performance across all your client’s portfolios.
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Set up an easily shareable dashboard for all your clients
Quickly check any client portfolio at any time. We automate the tedious tasks so you can focus on growing your business.
Pay as you need pricing
A plan that can scale with your business.
*Prices in GBP excluding VAT.
GBP per portfolio/per month*
Portfolios
£13.5
5-19
Portfolios
£12
20-49
Portfolios
£10.5
50-99
Portfolios
£9.2
100+
Portfolios
Permissions made easy
Sharing any portfolio to a client, your staff etc. Sharesight offers a pain-free feature to manage everything in one place under the portfolios menu.
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:
