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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.
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Reporting
Generate custom-branded client reports and distribute market insights and monthly updates to your clients.
Automate your wealth management business
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.
- Full-coverage solution or best-of-breed
- The contradiction between flexibility and usability
- Data quality is key
- SaaS or on-premises solution
- Choose a stable vendor with great support
Future regulatory frameworks will be impossible to navigate without digital tools
Lawyer and co-founder of Harvest Advokatbyrå, Björn Wendleby, on how digitalisation has transformed work on regulatory compliance, the EU’s new green taxonomy, and the importance of effective digital system support for requirements management.
Simplifying investments: A new era of wealth management
Modern wealth management calls for efficiency, allowing investors to make informed decisions without drowning in complexity. In this shift that we see in the wealth management industry, fintech software supporting the customer experience, is becoming a rising priority among CEO's at wealth management firms.
