Sharesight partners with Hatch
Sharesight is excited to be working with leading New Zealand digital investment platform Hatch who have made it easy for investors to sync their full trading history with Sharesight’s portfolio tracker.
Hatch, based in Wellington (just like Sharesight) launched in 2018 to enable investors in New Zealand access to world class investments and grow their wealth by investing in markets worldwide.
By working with Sharesight, investors trading with Hatch will be able to track all their holdings in one place and take advantage of Sharesight’s investment performance and powerful tax reports, built specifically for the needs of investors in New Zealand.
Hatch connects to the Sharesight API
This was all made possible through Sharesight’s powerful API that allowed Hatch to quickly develop a solution that would allow investors to push their trading history directly into Sharesight.
"From start to finish, our development team was able to build, test, and release our Sharesight integration within 2 months" said Hatch Head of Product, Natalie Ferguson.
"As a fellow New Zealand fintech we were really excited to work with the team at Sharesight to make tax time easy for Kiwi investors. The FIF calculations are no longer a barrier to diversifying our investments globally from New Zealand"
Investors that trade with Hatch can connect their accounts right now, to do so, read our post on syncing your Hatch trading history to Sharesight.
Sharesight & Hatch webinars
Your money working smarter
In this recording of our joint webinar with Hatch you can learn how to connect your Hatch and Sharesight accounts and sync your trading history - plus hear answers to audience questions.
Embedded content: https://www.youtube.com/embed/0ZgZel1YGok
Taking care of tax time webinar
We're joined by Dean Riley and Isla Harling - two tax wizards from Kiwibank in this webinar on everything NZ investors need to know about tax time and how Sharesight's powerful FIF report in particular, can help.
Embedded content: https://www.youtube.com/embed/sH4_j0VYCJo
Join the growing list of Sharesight partners
Sharesight’s API underpins our growing ecosystem of partners, from accountants, to brokers, to asset managers & robo-advisers the list of Sharesight partners continues to increase.
The team at Sharesight are always excited to explore opportunities to work and partner with companies like Hatch in the finance and fintech ecosystem. If anything offered by the Sharesight API or inside Sharesight would benefit your business, platform, or website please send us an email and we can discuss how to best work together.
FURTHER READING
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.