Sharpfin as your Advisory Platform

Your entire advisory workflow in a single system

Sharpfin’s modular portfolio management system is a first-class tool that allows you to centralise your entire advisory process. By mirroring your clients’ assets, you gain an immediate, comprehensive overview of their holdings, even if these are held across different custodians and insurance providers. You can easily build your own advisory processes in Sharpfin and share them directly with your clients whilst logged in via a secure BankID login on Sharpfin’s client portal, which is fully customised to match your brand identity.

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Save time with Sharpfin, the advisory platform

Using Sharpfin as an advisory platform boosts the efficiency of client meetings and significantly reduces the risk of regulatory errors. Existing clients report an 80 per cent improvement in efficiency after starting to use Sharpfin’s comprehensive platform in their advisory work.

Efficient customer due diligence process: Tailored customer documentation to suit your needs, combined with fully automated anti-money laundering checks, saves time.

A holistic view of customer engagement: Consolidation of the customer’s entire engagement and returns from multiple custodian banks

Consolidate the customer’s investment and insurance holdings: The option to consolidate the customer’s entire investment and insurance holdings via BankID authorisation.

A customer portal fully in line with your corporate identity: strengthen your brand by channelling customer communications to the Sharpfin customer portal, which is delivered entirely in line with your corporate identity and features secure login.

Option for integrated trading: offer customers the ability to buy and sell securities directly whilst logged in, either via Fund Custody Accounts or via interfaces with other custodian institutions

All reporting in one place: customer reporting and all regulatory reporting within your graphic profile, brought together in a single system

Your competitive advantages

✔️ Improved cyber security
 – fewer interfaces reduce the risk of breaches

✔️ Robust system
– a group of systems is only as strong as its weakest link

✔️ Less manual work
 – no more cut-and-paste processes between systems

✔️ Free up time for what creates value
– spend more time with the customer instead of on administration

How Sharpfin works as an advisory platform

✔️ Consolidation of holdings from custodian banks
– a comprehensive overview of your clients’ holdings for better advice

✔️ Customised advisory process
 – build your own advisory process and adapt it on an ongoing basis

✔️ A single login for your clients’ entire portfolio
 – streamline client communication by ensuring clients and advisers share the same view

✔️ Strengthen your brand profile
 – customer portal and all reporting in your brand’s visual style

✔️ Automated order placement
 – send orders directly to custodian banks for both you and your client

Compare Sharpfin with other solutions

Sharpfin

149 /month

Traditional solution

8 /month

Sharpfin

Traditional solution

Features
Consultancy Process & CRM
Often divided into different systems
Placing an order
Directly with the relevant custodian bank
Reporting
External tools
Customer Portal
Integration is required
KYC/AML
Often a third party
Ex-ante information
Manual collection

Why Sharpfin?

Sharpfin_Reporting
Comprehensive platform for financial advisers

A comprehensive solution covering all aspects of your advisory business, including all pre-sale information, regulatory reports and the advisory process, with compliance-by-design

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Convenient ordering to various depots
Automated order placement via Sharpfin’s partner or via a direct interface with the custodian bank.
Sharpfin_Performance
A consolidated view of customer engagement

Ensure that you and your clients always have a comprehensive overview of the client’s investment commitments.

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Efficiency and precision

Streamlined workflows reduce manual work, resulting in greater precision and better scalability for consultancy organisations.

FAQs

Sharpfin has been developed in collaboration with leading asset managers in Sweden. Here you will find frequently asked questions about Sharpfin. Please contact us if you have any further questions or require further information.

  • Can I manage all my advisory work within a single system?

    Yes, most of Sharpfin’s clients do not use any other system for their advisory services and follow-up.

    Competitors often use several separate systems, which increases costs and complexity.

  • How many clients can each adviser handle?

    It is really your own time for meetings that sets this limit. With Sharpfin’s user-friendly interface for client documentation – where clients can also do a great deal themselves – you’ll have time for more meetings.

    With competing systems, it is often the regulatory administrative burden that limits the number of clients that can be managed.

  • Is the reporting automated?

    Yes, Sharpfin offers fully integrated and automated reporting.

    Competitors often need external tools to meet the same requirements.

  • How secure is the platform?

    Sharpfin reduces risks through fewer interfaces and high levels of cyber security.

    Competitors often have more vulnerabilities due to separate systems.

  • Is the system easy to use?

    Yes, the platform is designed to enable intuitive workflows and reduce the amount of manual work.

    Competitors often use legacy interfaces that are more time-consuming.

  • Can I automate the placement of orders with my clients’ custodian banks?

    Yes, in the vast majority of cases, custodian banks have order interfaces that Sharpfin can implement and automate. Should your clients’ custodian banks not offer this, their holdings can easily be transferred to Sharpfin’s partner, Fondo, where clients also retain a larger share of the returns for themselves.

  • How can I save time when providing advice using the Sharpfin platform?

    Working alongside you, our client, we help to build efficient advisory workflows tailored to the different types of client meetings you hold, ensuring that documentation is tailored to each client’s specific needs and nothing more. Sharpfin’s existing client base reports efficiency gains of up to 80 per cent in the documentation stage, meaning you can increase the number of client meetings fivefold with your existing staff.

    Competing systems often involve a greater degree of free-text documentation, which makes client meetings considerably more time-consuming without any apparent benefit.

  • What reporting requirements do financial advisers have?

    Advisory organisations are subject to extensive reporting requirements linked to their authorisation as investment firms, e.g. SFDR/PAI sustainability reporting, annual remuneration reporting, and MiFIR/MiFID-related transaction reporting and transparency reporting.