Key modules of SWMS:

core (2)

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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risk-2

Risk Management

Ensure that your clients are in line with the agreed risk. Use SWMS real-time monitoring of your clients allocation and risks.

 

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reporting (1) (1)

Reporting 

Generate custom-branded client reports and distribute market insights and monthly updates to your clients.

 

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client_portal

Client Portal

Client Portal gives your clients access to a view of their performance and holdings completely branded in your corporate identity.

 

Client Portal offers a way to easily distribute documents in a GDPR-safe way securely behind BankID-login.

 

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order (2) (1)

Order Management

This module enables placing orders and rebalancing portfolios. The orders are saved in an order blotter as individual or block orders. The system can divide block orders for portfolios at different custodians into one order per custodian in the blotter.

 

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back_office

Back Office

Improve the quality and efficiency of your administration. The task of calculating management fees, especially when dealing with performance fees or daily assets under management, can be arduous.

Our solution offers a swift and effortless resolution, completing the task in under five seconds.

 

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client_relations

Client Relations

Utilise Client Relations to make sure that your clients are constantly monitored against PEP and sanction lists. Eases the know-your-clients processes and features a market unique form builder for your MiFID II documentation, advisory forms and agreements.

 

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performance_management (1)

Performance Management

Measure the performance of your discretionary portfolio models according to GIPS (Global Investment Performance Standards).

 

Calculate performance contribution on any asset class, sector, currency or classification of your preference.

 

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