FOR WEALTH MANAGERS
"With Sharpfin we have found a vendor with a brilliant understanding for our needs. Their solution significantly increases quality in our customer reporting and saves a lot of time for our wealth management and administration personnel."
PATRIK SOKO, CEO CONSENSUS ASSET MANAGEMENT
Focus is key - Digitalization of your processes is the future
The financial industry is a sector where manual labour and administration services make up most of the costs. But it doesn't need to be that way. Utilizing an efficient system will relieve you of data consolidation and tidy administration work.
Sharpfin’s mission is to automate every aspect of the wealth management process. This will help you to focus on your products and customers while lowering your total costs.