The next generation of wealth management software
AUTOMATES WEALTH MANAGEMENT
"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.