Sharpfin modules and functionalities

Sharpfin is a modular platform tailored to your needs. You select the modules you require and combine them into one powerful, end-to-end solution for modern wealth management. From portfolio management to the operational and regulatory processes that are critical to your business, everything is supported in a single, seamless platform.

The platform covers the entire value chain: from client management and AML controls to efficient portfolio management, reporting, and a fully branded client portal in your own visual identity. For fund managers, Sharpfin also includes advanced tools for both distribution and administration—so you can scale with confidence.

Client Relations

Keeps your client dialogue active by gathering all document management in one place. Simplifies regulatory work with built-in anti–money laundering controls.

Risk Management

Simplifies collection of information about the client’s risk preferences, and ensures compliance through our rule-based risk engine that measures both pre-trade and post-trade risk.

Order Management

With this module, Sharpfin becomes a complete Order Management System (OMS) for all asset classes. Our model portfolio management gives you one of the market’s fastest tools for discretionary portfolio management.

Back Office

Set up advanced fee structures and manage commission sharing with Sharpfin Back Office. Enable smart accounting exports powered by machine learning.

Performance Management

Breaks down portfolio returns in any way you choose (for example by asset class, currency, sector, or sustainability), so you can see which parts of your management perform best. Also measures returns on your model portfolios.

Client Portal

Fully integrated client portal in your company’s visual identity, with BankID login for the Nordic countries. A secure way for clients to access sensitive information about their investments—without additional integration work.

Reporting

Regulatory reporting (for example ex-post cost reports, KU reporting, TRS) and client reporting with a clear, educational summary of your asset management in your company’s visual identity.

Fund Management

Use Sharpfin as your unit holder register and for NAV calculation of your funds, including a unique and efficient way to manage share classes.