About Sharpfin
Sharpfin is a wealth management platform for asset managers. It provides tools for client onboarding, KYC, portfolio management, compliance, and reporting in a single system. The platform is modular and supports fund and discretionary management.
Sharpfin offers a comprehensive wealth management suite designed for asset and fund managers. The platform aims to streamline operations by consolidating client management, portfolio management, risk and compliance, and reporting into a single system. Its modular design allows firms to select the functionalities they need, including a client portal, order management, and performance analytics. Sharpfin's pricing is based on assets under management (AUM), making it a scalable solution. The company provides support via email and phone. It is a cloud-based solution accessible through a web browser, targeted at wealth management firms seeking to modernize their IT infrastructure and improve efficiency.
Pros & Cons
- Provides a single, unified platform for all wealth management processes.
- Modular design allows firms to tailor the solution to their specific needs.
- Includes a fully branded client portal for secure client communication.
- Automates regulatory and compliance workflows, such as AML and risk management.
- Pricing is scalable, based on assets under management.
- Pricing is not publicly listed with fixed tiers, requiring contact for a quote.
- No native mobile applications are mentioned for iOS or Android.
- The website does not list any specific third-party software integrations.
Features
Key features
Gathers all document management in one place and simplifies regulatory work with built-in anti-money laundering controls.
Collects client risk preferences and ensures compliance with a rule-based risk engine for pre-trade and post-trade risk measurement.
Functions as a complete Order Management System (OMS) for all asset classes, including model portfolio management.
Analyzes portfolio returns by various factors like asset class, currency, or sector to identify top-performing areas.
Provides a fully integrated and branded client portal with secure login for clients to access investment information.
Additional features
Allows setup of advanced fee structures, manages commission sharing, and enables smart accounting exports.
Generates regulatory reports (e.g., ex-post cost reports) and client reports with a clear summary of asset management.
Serves as a unit holder register and performs NAV calculation for funds, with tools to manage share classes.
Automates processes to increase efficiency and reduce dependency on individuals.
Offers a fast tool for discretionary portfolio management.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Sharpfin
Sharpfin is a wealth management platform for asset managers. It provides tools for client onboarding, KYC, portfolio management, compliance, and reporting in a single system. The platform is modular and supports fund and discretionary management.
Sharpfin Details
Sharpfin's In-App Market Place
Does Sharpfin have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
SEK
Pros & Cons
- Provides a single, unified platform for all wealth management processes.
- Modular design allows firms to tailor the solution to their specific needs.
- Includes a fully branded client portal for secure client communication.
- Automates regulatory and compliance workflows, such as AML and risk management.
- Pricing is scalable, based on assets under management.
- Pricing is not publicly listed with fixed tiers, requiring contact for a quote.
- No native mobile applications are mentioned for iOS or Android.
- The website does not list any specific third-party software integrations.
Sharpfin's Support Options
Email Address
support@sharpfin.comContact
+46 (0) 10 585 82 77Sharpfin's Alternatives
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