Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitSharesight vs Xplan
What both publish
| Fact | Sharesight | Xplan |
|---|---|---|
| Founded | 2006 | 1993 |
| Headquarters | Wellington, New Zealand and Sydney, Australia | Melbourne, Victoria, Australia |
| Product | Sharesight is an online portfolio and dividend tracker that automatically tracks price, performance and dividends across 700,000+ global stocks, crypto, ETFs and funds. | Xplan is financial planning and wealth management software for advice practices, from individual advisers to large networks. |
| Security | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. | An Iress Xplan platform fact sheet says Iress’ data security practices are ISO/IEC 27001 certified. |
| Support | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. | Iress lists implementation services, hosting, backup and recovery procedures, expert-led support, training and an online user community for Xplan users. |
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
Xplan plans
- XplanPriced on request
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.
Pick Xplan if…
Xplan suits financial advice and wealth firms of different sizes, including practices seeking standard tools and firms needing customised modules and hosting. It supports several advice delivery channels, including online and telephone-based advice.