Sharpfin Wealth Management Suite

 

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

 

client_relations

Streamline client interactions

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

back_office

Automate administrative tasks

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)

Strengthening your brand

Move closer to your clients with branded, secure login to the system and custom made reporting.

 



User cases

1080x1080_stortext_WEALTH
 

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.

LEARN MORE  

 
1080x1080_stortext_FUND
 

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.

LEARN MORE
  

 
1080x1080_stortext._FAMILY
 

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

LEARN MORE  

 
Testimonials

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."

Resources

Valuable tools and innovative frameworks

Sharpfin Insider

Sharp insights on regulatory compliance enhancements, fortified data security, and streamlined automated processes for sharper wealth management.
Release Notes

SWMS release note highlights, ESG reports for sustainability and carbon foot print

Major releases: 4 

We have developed an interface to Datia, a Swedish provider of sustainability reports so that you generate MiFID II and ESG reports regarding sustainability and carbon foot print by a single click to all your clients.

READ ARTICLE
Partner Collaboration

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.

READ ARTICLE
Meet the founder

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.

 

 

 

4

 

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

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
FAQ

Need clarification?

What is T2D3?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Can I use T2D3 on my phone?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Can I change my plan later?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

What is so great about the Pro plan?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.