Sharesight Pro for financial advisers

A flexible and cost effective portfolio performance solution. Automate your practice with a 30-day free trial. No credit card needed.

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Cut admin and boost productivity

Sharesight Pro combines all the information financial advisers need to manage and report on client investment portfolios. Powerful stock market data aggregation tools save you hours of manual administration, while comprehensive performance reports provide the insights you need to deepen client relationships.

Performance insights

Analyse a portfolio or individual holding’s true returns – including brokerage, currency effects and dividends. Plus run easy-to-read diversity, asset allocation and contribution analysis reports.

Everything in one place

Badgering clients for trade confirmations and dividend statements? Staff struggling with stale spreadsheets? Having everything in one place puts an end to file-chasing and ensures everyone’s on the same page.

Cost savings

Forget expensive wrap accounts and investment platforms. Take advantage of a SaaS monthly subscription model and no contracts, FUM fees, custodian fees, admin fees or any other hidden costs.

Clearly see the impact of time on portfolio performance

The Multi-Period Report joins the recently launched Multi-Currency Valuation Report as part of Sharesight’s premier reporting suite. This powerful report allows advisers to analyse and compare portfolio performance across multiple slices of time to unlock the hidden drivers behind investment returns.

Access investment decisions against market events
Put performance volatility in context
Track long-term performance of a dividend portfolio
Customise the report for a more a tailored client strategy
Easily share portfolio insights with your clients

Explore report

Listen for yourself

Sharesight’s Chris Stojcevski explains why financial advisers are moving away from platforms and how Sharesight Pro can help in reducing client costs.

Powerful Pro features that change the way you work

Keeping track of your client’s share portfolios used to be a hassle. Sharesight Pro makes it simple. Want automatic trade recording with comprehensive performance reporting, wrapped up in an easy-to-use, fully online system? That’s Sharesight Pro in a nutshell.

Effortless setup

Choose the level of detail you want in each portfolio – from opening balances to complete trading histories – all imported it in just a few clicks.

Automatic updates

Sit back and watch as share prices, currency effects and corporate actions such as dividends and share splits are automatically incorporated.

Simple sharing

Grant access to staff and clients according to the level of access they require: read, read/write, or admin.

Financial advisers love Sharesight Pro…

Peter Naude

Sharesight Pro customer

“Sharesight has allowed us to assist our clients to manage their long-term investment strategies.”

Peter Small

Sharesight Pro customer

“Sharesight allows my clients to see what’s going on in their portfolios and I can see what is going on in each investment.”

Martin Dowse

Sharesight Pro customer

“We recommend Sharesight as there is nothing else in the space that comes close. It has a great look and feel and just seems to work.”

Simple pricing, no commitment

Whether you need to track 5 portfolios or 500, you never pay more than £13.50 per portfolio, per month. And the more portfolios you set up, the more affordable it gets.

With Sharesight, there are no hidden fees, no extras that you have to pay for and no contracts. Just one simple price. And you can put us to the test with a free 30-day no-risk trial – no credit card required.