SFOS - Sharpfin Family Office Suite

Management of wealth is a long term commitment. Are you equipped to keep the wealth for the next generation using modern technology?


Strand Kapitalförvaltning selects SWMS

"Strand Kapitalförvaltning cuts 33% of administrative costs with a solution that supports all aspects of their wealth management process." - Frida Emmanuelsson


Key modules of Sharpfin Family Office Suite

core (2)

Sharpfin Core

Sharpfin Core, with its extensive features including server operations, multilingual support, roles, and permission control.


Sharpfin Core features our fast transaction engine and a market unique feature to classify and view the allocation of your holdings.



reporting (1) (1)


Generate custom-branded client reports and distribute market insights and monthly updates to your clients.



Mentioned in Forbes: The Family Office Software Roundup

"A comprehensive wealth management suite for single and multi-family offices. Their cloud-based solution is user-friendly, with superior quality and IT security. It includes managing and reporting unlisted securities and provides detailed reports to support risk control."

The 2023 Family Office Software Roundup