The next generation of wealth management software

AUTOMATES WEALTH MANAGEMENT

 

SHARPFIN WEALTH MANAGEMENT SUITE

Sharpfin's intuitive and easy-to-use software will help you control your risk while you are focused optimising your performance.

Sharpfins product for efficiently managing your clients wealth

Wealth Manager

MiFID II-compliant financial advisory as well as IDD-compliant insurance advisory

Advisory

Manage your clients risk with Sharpfins Risk Manager

Risk Manager

Optimize your administration and cut cost with Sharpfins Wealth Administrator

Wealth Administrator

Reference Data and robust and highly scalable transaction engine

Reference Data

Watch the Sharpfin movie

 

PATRIK SOKO, CEO CONSENSUS ASSET MANAGEMENT

Automates wealth management

The financial industry is a sector where manual labour and administration services make up most of the costs.

 

Sharpfin’s mission is to automate every aspect of the wealth management process. This will help you to focus on your products and customers while lowering your total costs.

 

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+46 (0)8 124 432 13 

support@sharpfin.com