Does your firm have an optimal balance of human and system capital to meet the increased pressure from regulations while providing the best service towards your clients?
Sharpfins SaaS solution serves Independent Wealth Managers with technology that supports new client acquisition, automates reporting and free time up to provide even better investment advice for your clients.
Don't stand the risk of losing business entirely or being stuck in a non-profit waste land. Contact Sharpfin for a consultation, how our cloud-based technology can serve your continued growth for the future.
Commonly used features
Wealth Manager provides you a state-of-the-art solution to handle your clients wealth; both discretionary and advisory, including:
- Portfolio management views of your clients' holdings with the possibility to aggregate multiple portfolios into various consolidated views.
- Order management which connects to proprietary trading systems (e.g. Infront Finance) or via FIX
- Management of model portfolios and portfolio rebalancing to fully cover your discretionary wealth management
Do you want to know more? Send us a message below.
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