All-in-One Wealth Management Platform

 

Enabling forward-thinking wealth managers to streamline their day-to-day business with a scalable system and ensuring the company can withstand technological, regulatory, and market shifts.

A SOLUTION FOR

Wealth Management

Today’s growing competition in wealth management, combined with a steadily rising regulatory burden and increasing customer demands, calls for an intuitive system.

LEARN MORE  

 

Fund Companies

All-in-one fund distribution platform designed for scalability, efficiency, and compliance. It delivers unparalleled value, a new income stream and better service for your clients.

LEARN MORE  

 

Family Office

Management of wealth is a long-term commitment. Are you equipped to keep the wealth for the next generation using modern technology?

LEARN MORE  

 

 

MEET ONE OF OUR CUSTOMERS

"Sharpfin has helped us to meet our clients preferences, thanks to an efficient and intuitive portfolio system."

Simon Tarvainen, Partner & Portfolio Manager
at Strand Kapitalförvaltning

READ CASE

KEY BENEFITS OF SHARPFIN WEALTH MANAGEMENT SUITE

client_relations

Client interactions

Digitalise your clients' documentation in a straightforward and organised manner. Safely upload, store, and share documents.

back_office

Automated admin

Save time on back office and administrative tasks. Calculate performance and management fees under 5 seconds using SWMS. 


LEARN MORE

  

risk-2

Mitigate risk 

Monitor your clients' allocations and risks in real-time. Stay vigilant against PEP and money laundering activities on a daily basis.


LEARN MORE 

 

performance_management (1)

Client experience

Strenghten the client experience with branded, secure login to the system and custom made reporting.

 

WHAT OUR CUSTOMERS SAY

"When we evaluated available solutions at Strand that could fulfil our business requirements, it became clear that Sharpfin was the wealth management solution of choice. For us, investing in the technology means we can continue to provide our clients with the highest level of service, now and in the future."

CEO, Strand Kapitalförvaltning Marie Anckarman

"Very excited to work with such an innovative and solution oriented team as Sharpfin!"

Even Krohn Noon Invest
Co-founder, Noon Invest Even Krohn

"We are thrilled to partner with Sharpfin, a dedicated and trusted team in the field of Wealth Management Systems. This collaboration reflects our shared commitment to staying at the forefront of technology in order to provide our clients with the best possible financial solutions."

Rose
Head of Foundations, Simplicity AB Rose Mjörnstedt
MEET MARKUS ALIN, FOUNDER OF SHARPFIN

"My vision when founding Sharpfin was to create a wealth management software that users would truly love. No more manual processes, no more cumbersome integration projects, just an easy and simple user experience."

- Markus Alin, CEO & Founder of Sharpfin

PLANS

Scale your marketing metrics

Basic

$30/mo

Flat fee for up to 200 users

Set the foundation with all your team needs for basic data integrations.

  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
TRY FOR FREE
Most popular

Pro

$85/mo

Flat fee for up to 200 users

Set the foundation with all your team needs for basic data integrations.

  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
TRY FOR FREE

Enterprise

Custom

Get in touch for a custom quote

Set the foundation with all your team needs for basic data integrations.

  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
TRY FOR FREE

POWERING THE FUTURE OF WEALTH FOR COMPANIES SUCH AS: