Blog

RewardSuper and Sharesight

by Scott Ryburn, CTO, Sharesight | Mar 16th 2010

RewardSuper is an Australian company that provides great web based tools to accountants to automate the labour intensive task of preparing transaction data for their clients' accounts. We have been working with RewardSuper on our upcoming broker Trade Confirmation Email processing feature where the backend PDF processing is handled by their RSTradeweb product. This will enable Sharesight clients to have their share portfolios automatically updated when they buy and sell shares.

We are also working towards a closer integration with RewardSuper to enable a secure mechanism for customers to have their detailed Sharesight portfolio data flow through to their accountant’s professional accounting systems via RewardSuper’s RSDataweb platform.

RewardSuper will be at the Institute of Chartered Accountants Self Managed Superannuation Funds Conference in Sydney this Friday 19 March. If you’re attending this event and are interested in finding out more about this partnership, please head over to the RewardSuper sponsor table.

Sharesight exposure report

See what’s inside your ETFs with Sharesight’s exposure report

by Stephanie Stefanovic | Nov 21st 2023

See inside your ETFs and get the full picture of your investment portfolio's composition with Sharesight's exposure report.

Why KmacD Financial uses Sharesight

How KmacD Financial streamlines reporting and saves time with Sharesight

by Diana Ioppolo | Nov 15th 2023

We talk to financial planning firm KmacD Financial about how the Sharesight-AdviserLogic integration helps them save time and streamline client reporting.

release notes

Sharesight product updates – November 2023

by Ben Clendon | Nov 10th 2023

The focus over the past month has been on implementing additional feature ideas relating to our new (beta) exposure report.