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Financial Technology Year

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Sharesight Portfolio Tracker

from Sharesight

Cloud-based portfolio tracking and investment management platform that helps individual investors monitor holdings, track performance, calculate capital gains for tax purposes, and generate investment reports. Supports multiple asset classes including shares, managed funds, ETFs, and cash.
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Category: Portfolio Management Systems
in: Wealth Management
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.

Sharesight Portfolio Tracker


Category: Financial Planning Tools
in: Wealth Management
Solutions that support comprehensive financial planning for clients, including retirement, tax, estate, and cash flow planning.

Sharesight Portfolio Tracker


Category: Financial Planning Software
in: Wealth Management
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.

Sharesight Portfolio Tracker


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