BETTER TECHNOLOGY

FOR WEALTH MANAGERS

 

Do you want to be a part of the digitalization of tidy administration processes in wealth management?

Sharpfin Wealth Management Suite is the answer

Sharpfins product for efficiently managing your clients wealth

Wealth Manager

MiFID II-compliant financial advisory as well as IDD-compliant insurance advisory

Advisory

Manage your clients risk with Sharpfins Risk Manager

Risk Manager

Optimize your administration and cut cost with Sharpfins Wealth Administrator

Wealth Administrator

Reference Data and robust and highly scalable transaction engine

Reference Data

Do you want to figure out how to cut out administration in wealth management?

 
"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.

 

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