---
description: Compare VestServe vs Sharesight regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: VestServe vs Sharesight Comparison
---

Breadcrumb: [Home](/) > [Financial Risk Management Software](/directory/4165/financial-risk-management/software) > [VestServe \<span\>vs\</span\> Sharesight](https://www.softwareadvice.co.nz/compare/84911/373958/vestserve/vs/sharesight)

# Compare VestServe vs Sharesight

Canonical: https://www.softwareadvice.co.nz/compare/84911/373958/vestserve/vs/sharesight

> Detailed comparison between VestServe and Sharesight. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | VestServe | Sharesight |
| **Overall rating** | - | 3.3/5 |
| **Total Reviews** | 0 | 3 |
| **Starting Price** | US$27,500.00 | $19.00 |
| **Free Trial** | - | Yes |
| **Free Version** | No | Yes |
| **Deployment** | Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, Phone Support, 24/7 (Live rep), Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Chat |
| **Training** | In Person, Live Online, Documentation | Webinars, Documentation, Videos |

## Key features

### VestServe

- Accounting
- Alerts/Notifications
- Benchmarking
- Bonds/Stocks
- Client Management
- Client Portal
- Data Import/Export
- Financial Analysis
- Financial Management
- Foreign Exchange Risks
- Fund Management
- Investment Management
- Investments Tracking
- Performance Metrics
- Portfolio Accounting
- Portfolio Management
- Portfolio Modeling
- Risk Analysis

### Sharesight

- Alerts/Notifications
- Benchmarking
- Bonds/Stocks
- Client Management
- Client Portal
- Data Import/Export
- Financial Analysis
- Financial Management
- Investment Management
- Investments Tracking
- Monitoring
- Performance Metrics
- Portfolio Accounting
- Portfolio Management
- Stock Management

## Links

- [View VestServe Profile](https://www.softwareadvice.co.nz/software/84911/vestserve)
- [View Sharesight Profile](https://www.softwareadvice.co.nz/software/373958/sharesight)
- [View Original Comparison](https://www.softwareadvice.co.nz/compare/84911/373958/vestserve/vs/sharesight)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"VestServe vs Sharesight Comparison","description":"Compare VestServe vs Sharesight regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.co.nz/compare/84911/373958/vestserve/vs/sharesight","about":[{"@id":"https://www.softwareadvice.co.nz/software/84911/vestserve#software"},{"@id":"https://www.softwareadvice.co.nz/software/373958/sharesight#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.co.nz/compare/84911/373958/vestserve/vs/sharesight#breadcrumblist"},"@id":"https://www.softwareadvice.co.nz/compare/84911/373958/vestserve/vs/sharesight#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.co.nz/#website"},"publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"inLanguage":"en-NZ"},{"name":"VestServe","description":"VestServe is a cloud-based and on-premise investment management solution that helps banks, insurance companies and foundations of all sizes manage funds and credit risk. Key features include portfolio modeling, investment planning, cash flow tracking, trade order management and financial reporting. \n\n\nEmployees can use the solution to measure the performance of client portfolios and conduct returns, holdings or transaction-based attribution analysis. The application includes a fund administration module, which lets managers monitor daily accrual, calculate net asset value (NAV) and money market funds. Further, the solution enables non-profit organizations to track fund activity and analyze current investments. \n\n\nVestServe integrates with QuickBooks, streamlining all accounting operations. Its centralized platform helps users manage stable value instruments such as traditional guaranteed investment contracts, (GIC) pooled funds and customized payment schedules. Support is provided via phone and email and pricing is available on request.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/749b234b-a700-4dff-81c7-cbc08978a073.jpg","url":"https://www.softwareadvice.co.nz/software/84911/vestserve","@id":"https://www.softwareadvice.co.nz/software/84911/vestserve#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"offers":{"price":"27500","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Windows, Windows on premise, Linux on premise"},{"name":"Sharesight","description":"Sharesight is an online investment portfolio tracker for tracking stocks, dividends, ETFs &amp; more used by over 450,000 investors from around the world. \n\nSharesight imports data from your broker to automatically track dividends, trades, stock splits, corporate actions, currency changes &amp; more.\n\nUsers can utilise Sharesight to see total annualized returns over any period and get all the information needed for all their investments in one place, without having to log into multiple platforms. Users can also securely share portfolios.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/12cf32bf-2990-4c07-8a9b-1491c049903e.png","url":"https://www.softwareadvice.co.nz/software/373958/sharesight","@id":"https://www.softwareadvice.co.nz/software/373958/sharesight#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":3.3,"bestRating":5,"ratingCount":3},"offers":{"price":"19","@type":"Offer","priceCurrency":"NZD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome, Android, Platform ios, Platform ipad"},{"@id":"https://www.softwareadvice.co.nz/compare/84911/373958/vestserve/vs/sharesight#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial Risk Management Software","position":2,"item":"/directory/4165/financial-risk-management/software","@type":"ListItem"},{"name":"VestServe vs Sharesight","position":3,"item":"https://www.softwareadvice.co.nz/compare/84911/373958/vestserve/vs/sharesight","@type":"ListItem"}]}]}
</script>
