Family Office

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 features

Wealth Manager

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.

Contact us

+46 (0)10 585 82 77
+46 (0)10 585 82 77


Vasagatan 10, 4tr

111 20 Stockholm