Sharesight Professional Edition is designed for investment professionals that manage portfolios or provide advisory, accountancy or tax services on behalf of clients. Sharesight’s web based platform has been designed from the ground up to suit the needs of both you and your clients.

Sharesight Professional Edition allows you to create a portfolio for each client tax entity. Each portfolio has all of the reporting functionality of the Expert plan. Sharesight reports are designed provide all the information that you need for dividend and CGT tax reporting, balance sheet preparation and more! A redesigned dashboard page and advanced sharing functionality give you the tools you need to manage all of your client portfolios effectively.

Whether you’re completely managing your clients portfolio or simply offering compliance services to self-directed investors, Sharesight provides the flexability to collaborate with your clients as much or as little as required.

Sharesight enables you to offer a unique point of difference to your clients. You can grant your clients online access to view their portfolio on a read-only or full access basis for no extra charge. Clients appreciate Sharesight’s intuitive performance reporting, email alerts and portfolio management functionality.

Attract new clients via our partner directory – Sharesight has hundreds of clients looking for accounting, advisory and bookeeping services!