It’s Friday Feature Client time at LegalVision! We have a GREAT new service this time, sharesight.com.

Sharesight - online portfolio management
Sharesight – online investment portfolio management

Sharesight is a brand new online service based Wellington and Sydney. It offers investors an easy, cloud based investment platform with some amazing features. They just opened a new office in Sydney and LegalVision caught up with Sharesight country manager Doug Morris, read all about the service and visit them on sharesight.com.au.

LegalVision: Could you tell us a bit more about Sharesight?

Doug Morris: Sharesight provides perfect portfolio management for investors, accountants, and financial advisers. Sharesight syncs with brokers to track trades, dividends, and corporate actions automatically. Run performance and tax reports in one click. Connect with Xero and share access with others.

Doug Morris - Sharesight's General Manager
Doug Morris – Sharesight’s General Manager

LegalVision: Could you give a description of how LegalVision helped you?

Doug Morris: LegalVision provided us with employment agreements and the associated welcome documentation. They turned around the work super-quickly, but also provided one-to-one advice from a lawyer.

LegalVision: How did getting the legal side sorted out help you?

Doug Morris: Getting the legal side sorted helps me sleep at night! We need to ensure we’re compliant on all business admin “nuts and bolts.” We just don’t have time (or budget) to approach a traditional “white-shoe” legal firm. Plus, this created a conduit to LegalVision, which we plan on using again in the future.

LegalVision: How did you find working with LegalVision?

Doug Morris: Working with them was great. Very friendly staff and a quick turnaround. We have essentially no legal experience in house, but LegalVision broke down the legal concepts into manageable chunks. We’ve developed a great rapport and feel like we can call on them for any legal need going forward.

The entire team at LegalVision wishes Doug the very best of luck with Sharesight!

 

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