Sharpfin Wealth Management Suite
A state-of-the-art, compliance-first, financial SaaS platform. 

Offering smooth, compliant, and personalised wealth management with ease.

 
Feature highlights

Dashboard overview designed to enhance wealth managers' day-to-day operations  

Sharpfin Wealth Management Suite's dashboard overview is designed to give an easy overview of wealth managers' day-to-da operations.

Dashboard vy
Feature highlights

Client-centric wealth management reports 

  • Generate custom-branded client reports.

  • Distribute market insights and monthly updates. 
Feature highlights

A market unique form builder 

  • Eases the know-your-clients processes.

  • Smooth MiFID II documentation.

  • Build advisory forms and agreements with ease.

Key benefits of Sharpfin Wealth Management Suite

 

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Streamline client interactions

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

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Automate administrative tasks

Save time on back office and administrative tasks. Calculate performance and management fees under 5 seconds using SWMS. 


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Mitigate risk 

Monitor your clients' allocations and risks in real-time. Stay vigilant against PEP and money laundering activities on a daily basis.


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Strengthening the client experience

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

 


Use cases

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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.

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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?

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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: 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. 

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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.

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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.

 

 

 

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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.


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Enterprise

Custom

Get in touch for a custom quote

Set the foundation with all your team needs for basic data integrations.


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