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Referring clients
As an alternative to creating portfolios for your clients and sharing portfolios with them you can refer clients to sign up to Sharesight directly.
Note: This page applies only to Sharesight Business partners.
Your clients can sign up for a individual subscription of Sharesight account themselves, they will start out on our Free plan but may upgrade their account to an Starter, Standard or Premium plan subscription at any time (see our pricing page for details of our individual subscription options).
Last updated 12th November 2025