Investing

5 methods Sharesight retains your knowledge protected

June 22, 2025

From its inception, Sharesight has maintained a relentless vigilance round cyber safety. As an organization that holds funding knowledge for a whole bunch of 1000’s of shoppers, this vigilance is in fact a given.

Nevertheless, during the last couple of years we’ve got actually stepped up our safety and compliance focus. We have finished this partly as a proactive drive to remain forward as a lot as is feasible in an more and more turbulent cyber safety panorama, but in addition because of altering expectations from our companions and the group at massive. Excessive profile knowledge breaches in recent times, notably in Australia with the likes of Canva and Optus, have led to a shift in considering and strategic planning round safety.

For Sharesight, this shift has meant recruiting personnel devoted to cyber safety, increasing our tooling and coaching, and taking a holistic method to strengthening our safety posture throughout places of work, infrastructure, workstations, and personnel.

As a part of this dedication, we’re proud to have achieved SOC 2 Type 1 certification, an internationally recognised commonplace for knowledge safety and privateness. This certification demonstrates that we’ve got strong controls in place to safeguard buyer knowledge, and that these controls have been independently audited and verified. It’s an vital milestone in our ongoing journey to keep up the very best requirements of belief, transparency, and safety.

We’re happy with the progress we’ve made in recent times and have a transparent imaginative and prescient for the place we’re headed. With that in thoughts, listed below are 5 key ways in which Sharesight retains your knowledge protected.

1. You management entry to your portfolio

Your Sharesight portfolio knowledge belongs to you. You possibly can share entry to your portfolio with different folks, however you keep sole management over who every portfolio is shared with and what entry degree they’ve. Sharesight buyer help workers will solely entry your portfolio as expressly required to resolve a help matter that has been straight raised by you thru one among our official help channels, and we retain detailed logs of all entry to your account. Topic to our privateness coverage, we don’t share your private or monetary data with out your permission.

2. Safe authentication

You possibly can entry your Sharesight account utilizing safe password authentication (which is independently audited) or login with a Google account by way of the Google Cloud Id Platform. As a further layer of safety, you may also arrange two-factor authentication (2FA).

3. Safe knowledge storage and supply

All knowledge despatched between you and our servers is encrypted utilizing fashionable, industry-standard Transport Layer Safety (TLS), and all knowledge on our database servers is encrypted at rest. Sharesight’s servers are positioned in enterprise-grade knowledge centres that make use of quite a few bodily safety measures together with 24/7/365 monitoring and surveillance, on-site safety workers and common ongoing safety audits.

4. Backups and catastrophe restoration

Sharesight has automated on-line backups which are up to date all through the day and saved in a number of safe areas around the globe. Our {hardware}, networks and knowledge centres make use of a number of ranges of redundancy. The system can also be architected in order that a problem with a part, server, and even a whole knowledge centre is not going to trigger a significant downside and most often we will proceed to function with little to no disruption in service.

5. Common impartial safety audits

Sharesight is independently audited to make sure that the IT safety of our software program meets greatest follow pointers, is match for goal and meets the necessities of the enterprise and its clients. The newest audit was carried out by Tier Zero Safety in September 2024.

Sharesight – the protected strategy to monitor your funding portfolio

Hundreds of traders like you might be already utilizing Sharesight to handle their funding portfolios. What are you ready for? Sign up and:

Monitor all your investments in a single place, together with shares, ETFs, managed/mutual funds, property and even cryptocurrency
Routinely monitor your dividend and distribution income from shares, ETFs and mutual funds
Run highly effective stories constructed for traders, together with performance, portfolio diversity, contribution analysis, exposure, multi-period, drawdown risk, multi-currency valuation and future income
Simply share access to your portfolio with members of the family, your accountant or different monetary professionals to allow them to see the identical image of your investments that you simply do.