Unleash the powerof technology
A modern solution that simplifies and empowers your Wealth Management
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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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"
After the pandemic turned everything upside down and Russia's invasion of Ukraine, we are in a delicate economic situation. In recent months, inflation has risen sharply and there is great uncertainty about the future. In regard to this, how should one think when it comes to marketing and communication in the financial world?
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?
17 October, 2021
Future regulatory frameworks will be impossible to navigate without digital tools
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