Data quality and security:

Sharpfin ensures data quality by daily reconciliation with depository institutions, verifying accuracy in holdings, price, market value, and cash. The data at workday's start mirrors the previous day's closing information from these institutions.

SWMS, is a wealth management SaaS-platform that runs on Amazon Web Services AWS servers, offers a scalable, cost-effective solution. Accessible via web browsers and protected by HTTPS and YubiKeys, it provides robust security, including optional one-time passwords. Its architecture allows full traceability of all data alterations, ensuring users can always monitor changes.