Sharpfin Wealth Management Suite release note highlight: ex-post cost reporting

We are excited to introduce a range of enhancements and new features designed to significantly improve your overall wealth management experience with Sharpfin Wealth Management Suite.

Number of improvement highlights:3

Sharpfin Wealth Management Suite now features enhanced functionality to cover more costs and products, enabling clients to get a holistic view of their wealth management costs and performance, including and excluding costs, along with a few more exciting improvements.

Improvement highlights:

1.Legacy BankID login discontinued

To increase security, the legacy BankID login has been discontinued. Our new BankID login now includes QR-code functionality, adding an extra layer of security to our platform and ensuring safer access for all users

Our client portal now features a more secure BankID login functionality using QR-code which puts an extra layer of security to our platform.

Affected modules: Client Portal 

2. Ex-post cost reporting

We have enhanced our cost reporting functionality to cover more costs and products so that clients can get a holistic view over their wealth management costs as well as performance, including and excluding costs.

With this functionality Sharpfin now features one of the most granular MiFID II cost reports in the Scandinavian market.

Affected modules: Reporting

3. Enhanced overview over AML-risk

We've improved the visibility of Anti-Money Laundering (AML) and Politically Exposed Persons (PEP) list checks within our platform.

We have enabled the ability to see when a client is registered for AML and PEP list checks, as well as search functionality to find your high-risk AML clients.

In addition to this, you can now set different intervals for updating the KYC documentation based on the AML risk of the client.

Affected modules: Client Relations