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Sharpfin Trend Report
A compass for the digital currents in Wealth management
Keeping up the pace in the ever-changing world of investment management is tricky considering the digital development across all sectors, but knowing what trends to watch may just be the simple answer.
What do you do?
Free up your time utilizing Sharpfins consolidation of wealth management data throughout multiple sources.
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 advisor
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
CEO Consensus Asset 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.
Regional Manager, Privat Consult
I love the user friendliness of Sharpfin Wealth Management Suite. With their flexible compliance rules engine we now have a better view over the risks in our investments, and with a full history of changes.
What we can do for you
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 function 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.
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26 October, 2022
Peter Almberg, founder of Katalysen: "It's time to start using the tech breakthroughs"
Starting a business in the fintech industry can seem like a challenge for many, but for entrepreneur and investor Peter Almberg, it's what he's been doing since the 80s, long before the internet became known. Today, he helps small companies on their financial journey using modern tools and services, highlighting the team as the most valuable asset for a startup.
22 September, 2022
Lisa Kruse, founder of Holy Comms: “Most people in the financial industry can be a little more irreverent when it comes to choosing channels"
07 June, 2022
Thomas Ytterholm, Nordnet: Close customer relationships and digital tools both play an important future role in Asset Management
31 March, 2022
Therese Nyrén: “Investments are about building trust and relationships” – why the industry needs digitalization to become more human
22 February, 2022
Embedded wealth management – the next big trend to look out for?
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