Share Portfolio

Perfect Portfolio Management

We think advisors and their clients already have enough paperwork.That’s why we’ve teamed up with Sharesight - to take the hassle out of managing your share portfolio.Sharesight is a cloud-based portfolio tool that gives you online access to stock and fund performance and a host of other features.But the best thing about it is how it ends the paper trail.Dividends and adjustments are automatically accounted for and each trade is automatically added to your portfolio. Once your portfolio is established we'll integrate it with Xero to make bank reconciliation a breeze.You’ll find Sharesight easy to use, accurate and it will save you the most precious thing of all-TIME! Plus you’ll get a portfolio tool that helps you manage your investments by removing the paperwork.

ABA Services is a Sharesight Professional Partner.
Contact us today to find out how we can help you automate your share portfolio.