Do you think it’s possible to deliver top class wealth management holding on to tedious manual processes for data scattered over multiple sources?
Imagine that a you had a cloud based solution that would consolidate all these data for you, empowering you to take control and free up time for you to make active investment decisions. Book a meeting and find out already today how Sharpfin Technologies puts a new standard for Family Office Wealth Management.
Commonly used modules
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