Manage your investment properties with Real Estate Investar
Last week we teamed up with Real Estate Investar to conduct a webinar to our joint client bases. Real Estate Investar is a lot like Sharesight, but for investment properties. And like Sharesight, they're a Xero award winner.
Clients often ask if Sharesight offers a way to track property. While we do offer an unlisted investment feature, we'd argue that if property makes up a meaningful portion of your portfolio - then why not track it properly, with a purpose-built application?
Real Estate Investar offers 2 versions of their product: one for existing property owners and one for those doing research to buy property. Their app is underpinned by Xero Cashbook, which means that all your property income and expenses are tracked properly and can be accessed by your accountant. If you missed the webinar, you can view it here: On-Demand Webinar: Essential Tips For Successfully Managing Your Property And Share Portfolios.
See what’s inside your ETFs with Sharesight’s exposure report
See inside your ETFs and get the full picture of your investment portfolio's composition with Sharesight's exposure report.
How KmacD Financial streamlines reporting and saves time with Sharesight
We talk to financial planning firm KmacD Financial about how the Sharesight-AdviserLogic integration helps them save time and streamline client reporting.
Sharesight product updates – November 2023
The focus over the past month has been on implementing additional feature ideas relating to our new (beta) exposure report.