Pano
5.3#80 in portfolio management softwareWebAPI
VisitPano vs Sharesight
Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Pano | Sharesight |
|---|---|---|
| Founded | The pages reviewed do not state a founding year. | 2006 |
| Product | Pano describes itself as an all-in-one wealth management platform for RIAs, trust companies and family offices. | Sharesight is an online portfolio and dividend tracker that automatically tracks price, performance and dividends across 700,000+ global stocks, crypto, ETFs and funds. |
| Security | Pano states that its underlying infrastructure operates to SOC 2 Type II controls and ISO/IEC 27001, with GDPR-aligned data handling, encryption in transit and at rest, and least-privilege access. | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. |
| Support | Pano advertises a dedicated support and success team and a direct line to product and leadership. | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. |
Pano plans
- Custom pricingPriced on request
Sharesight plans
- FreeFree
- Starter$7 a month
- Standard$18 a month
- Premium$23.25 a month
- Business (5-19 portfolios)$13.50 a month
- Business (20-49 portfolios)$12 a month
Pick Pano if…
You want what its maker publishes above — check its page for the details.
Pick Sharesight if…
Sharesight suits investors who want to track holdings, dividends and portfolio performance, including people combining investments with cash accounts or property. Its Business plan is designed for accountants, advisors and family offices managing client portfolios.