Sharesight Pro is an award-winning portfolio tracker built for financial advisers to aggregate, manage and track your clients’ investments. Sharesight Pro syncs with brokers to track trades, dividends and corporate actions. Comprehensive performance, tax and diversity reports can be generated instantly and there are seamless integrations with Xero and Macquarie CMA. Sharesight Pro is a cost-effective alternative to the WRAP ‘administration’ platforms.

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