All-in-one Wealth Management Software Platform
Intelligently automates wealth management, empowering wealth managers to focus on strategic insights and individual client needs, with ease.
Key benefits of Sharpfin Wealth Management Suite
Streamline client interactions
Automate administrative tasks
Save time on back office and administrative tasks. Calculate performance and management fees under 5 seconds using SWMS.
Mitigate risk
Monitor your clients' allocations and risks in real-time. Stay vigilant against PEP and money laundering activities on a daily basis.
Strengthening your brand
Move closer to your clients with branded, secure login to the system and custom made reporting.
User cases
Today’s increasing competition in wealth management, along with a steadily rising regulatory burden, calls for a strong urge to automate the traditional wealth management business.
Seamlessly manage multiple share classes and calculate your NAVs in one single click. Utilise Sharpfin’s unique Bookkeeping Engine to export your fund transactions to your bookkeeping system of preference.
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Management of wealth is a long term commitment. Are you equipped to keep the wealth for the next generation using modern technology?
What our customers say
"The integration project marked a significant triumph. Not only did we seamlessly merge years of transaction history, but we also upgraded our portfolio management system by replacing a tier one solution, providing enhanced functionality. With Sharpfin we've cut 33% of the administrative costs."
"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."
"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."
Valuable tools and innovative frameworks
Equipped for a commission ban?
Position your firm for a potential commission ban by strengthening your own fund distribution.
Prepare for a commission ban by strengthening your firm's fund distribution. The Financial Supervisory Authority (FI) and the Swedish Association of Insurance Brokers (SFM) propose an independent inquiry to improve the savings market and protect consumers.
Sharpfin and Fondo offer a pioneering fund allocation service for wealth managers to strategically position themselves ahead of a potential commission ban.
We have made it easy to calculate how much you would save by upgrading to SWMS.
Are you ready to modernise your wealth management processes?
Sharpfin wealth management suite (SWMS) is a financial software that automates manual processes while offering compliance by design.
Sharpfin Insider
SWMS release note highlights: An intelligent bookkeeping module
Improvement highlights: 4
SWMS now features an intelligent bookkeeping module where you can enter general ledgers at your discretion and have the system learn how to bookkeep the client transactions on the correct general ledger accounts. This among other updates have been developed to enhance your wealth management experience.
Sharpfin & Fondo expand their market reach with a fully digital solution for wealth managers
Removing unnecessary administration and lower management costs.
This solution will meet wealth managers' needs for modern technology that provides a better customer experience and at the same time remove unnecessary administration and lowers management costs.
Markus Alin, founder of Sharpfin
The concept of Sharpfin arose during my years in wealth management in 2005 while residing in Switzerland. Driven by the prevalent dissatisfaction I observed among wealth managers with existing systems, my goal was to develop the most user-friendly wealth management software.
Sharpfin is the realisation of that vision, featuring an intuitive interface, a unified code base for scalability, and outstanding customer satisfaction.
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Basic
$30/mo
Flat fee for up to 200 users
Set the foundation with all your team needs for basic data integrations.
- 24/7 online support
- 24/7 online support
- 24/7 online support
- 24/7 online support
- 24/7 online support
Pro
$85/mo
Flat fee for up to 200 users
Set the foundation with all your team needs for basic data integrations.
- 24/7 online support
- 24/7 online support
- 24/7 online support
- 24/7 online support
- 24/7 online support
Enterprise
Custom
Get in touch for a custom quote
Set the foundation with all your team needs for basic data integrations.
- 24/7 online support
- 24/7 online support
- 24/7 online support
- 24/7 online support
- 24/7 online support
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What is T2D3?
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Can I use T2D3 on my phone?
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What is so great about the Pro plan?
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