The next generation of wealth management software

AUTOMATES WEALTH MANAGEMENT

SHARPFIN WEALTH MANAGEMENT SUITE

Sharpfin's intuitive and easy-to-use software will help you control your risk while you are focused optimising your performance.

Sharpfins product for efficiently managing your clients wealth

Wealth Manager

Advisory

Risk Manager

Wealth Administrator

Reference Data

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"With Sharpfin we have found a vendor with a brilliant understanding for our needs. Their solution significantly increases quality in our customer reporting and saves a lot of time for our wealth management and administration personnel."

PATRIK SOKO, CEO CONSENSUS ASSET MANAGEMENT

Automates wealth management

The financial industry is a sector where manual labour and administration services make up most of the costs.

Sharpfin’s mission is to automate every aspect of the wealth management process. This will help you to focus on your products and customers while lowering your total costs.

Sharpfin - Available on any computers or handheld device