Better technology for your wealth management
Digitize, accelerate and automate your administration processes
What do you do?
Family Offices
Free up your time utilizing Sharpfins consolidation of wealth management data throughout multiple sources.
Asset Managers
Wealth management is possible with only one tool for customer onboarding, constant monitoring of KYC and AML, flexible portfolio management and branded customer reporting. Sharpfin is the proof.
Financial- and Pension advisors
Sharpfins advisory portal helps you to significantly cut time in your advisory processes, all while making the results electronically traceable and with a seamless integration of electronic signatures.
What you might say when using Sharpfin
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
What we can do for you
Wealth consolidation
Sharpfin enables consolidation of both allocation and performance for your clients with holdings scattered across banks, with multiple depots in one bank or with your unlisted securities.
Remote client onboarding
Digitize all your customer documentation in a simple and structured way. Utilize our seamless integration with Scrive to sign remotely.
Monitor your risks
We make sure that your clients holdings are in line with the agreed risk level at all times. Sharpfin offers constant real-time monitoring of your clients allocation and risks.
Save administration time
Calculating your management fees can be a time consuming task especially if you offer performance fees or management fees based on daily asset under management. Using Sharpfin, this task is done within less than 5 seconds.
Strengthen your brand
By using our reporting or customer portal module you can move closer to your clients with branded, secure login to the system or tailor made client reporting.
Limit compliancy risk
Together with our partners we offer to monitor all your clients for PEP and money laundring on daily basis. You can easily manage this process through the Sharpfin user interface.
Read our latest news
Future regulatory frameworks will be impossible to navigate without digital tools
Lawyer and co-founder of Harvest Advokatbyrå, Björn Wendleby, on how digitalisation has transformed work on regulatory compliance, the EU’s new green taxonomy, and the importance of effective digital ...
2021 10 17
Goldman Sachs automatiserar delar av sin kapitalförvaltning
Storbanken och kapitalförvaltningsbolaget Goldman Sachs meddelar att de påbörjat ett automatiseringsarbete av administrativa uppgifter för att ge sina anställda mer tid att ägna åt annat. Vi på Sharpf...
2021 09 15
Fondo och Sharpfin är väl positionerade att möta kapitalförvaltningens digitala framtid
Digitaliseringen har genomgått en ordentlig boom de senaste åren, inte minst under pandemin. Det har lett till att den annars så konservativa finansbranschen fått en bredare och mindre exklusiv kundkr...
2021 07 06
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