Coming soon
Adviser access to Sharesies
A wrap platform built for putting clients first
Sharesies is building a modern, powerful, wrap platform for advisers and their clients.
Advisers get an intuitive, flexible experience and clients get the award-winning Sharesies experience over a million Kiwi already know and trust. Advisers sit right inside their clients' app. Adviser, KiwiSaver, investing, cash, reporting, all in one place.
One platform for everything
Forget switching between fund provider platforms. Everything you need to construct, monitor and manage client portfolios lives in one place.
Precise portfolios, any asset
Allocate to the dollar, not the share. Fractionalised investing across NZX, ASX and US markets, no minimum parcels, and more funds and markets on the way. Build client portfolios from any investments on Sharesies.
Grow your book, not your admin
Spend more time focusing on your clients and their wealth creation, and less on admin with software that more efficiently manages your clients.
Key features to expect
Everything from portfolio build to compliance, sorted.
Automatic rebalancing of portfolios
Set target allocations and let portfolios stay on track without manual drift-checking.
Programmatic access to your existing systems
Connect and ingest client portfolios and details into your own CRM and the platforms you already use.
Built-in digital consent for non-DIMS advice
Make recommendations and clients approve in-app, instantly. A complete consent record, built as you go.
Express your interest for adviser access
We're building this with advisers to better serve them now and in the future. If you're interested or would like early access — get in touch.
Now for the legal bit
This is an early-access feature currently in development. Features, functionality, and availability may change and we may decide not to proceed with it. Registering your interest does not guarantee access. The adviser platform is intended for use by advice firms in connection with the products and services they offer their own clients, and does not constitute financial advice from Sharesies. Any advice or services provided to clients remains the responsibility of the relevant licensed advice firm.