Release Notes
Get insights on our latest releases of Sharpfin Wealth Management Suite.
Sharpfin Wealth Management Suite now features enhanced functionality to cover more costs and products, enabling clients to get a holistic view of...
SWMS now also features a bookkeeping module, where you can enter general ledgers at your discretion and have the system learn how to bookkeep the...
Not only have we released four major improvements, but we are also excited to unveil our newly revamped homepage with a slightly new corporate...
Now you can generate MiFID II and ESG reports by a single click to all your clients.
Client reports now include benchmarks, empowering you to track your preferred fixed income and equity indices based on your client's unique weightage.
Stay ahead of the competition with our exclusive updates and gain valuable insights to enhance your customer experience with SWMS modern technology. Elevate your wealth management processes with the advanced tools and industry knowledge of today.