Sharpfin x Fondo: unlocking the future of fund distribution

All-in-one fund distribution platform

Making the future of fund distribution smooth, compliant, and scalable with ease. 

 ✓ Direct client relationships.

 ✓ Investor insights and analytics.

 ✓ Scalability and future-proof. 

Sharpfin x Fondo

Highlight of key features and functions:

client_relations

Easy implementation and onboarding.

back_office

Secure payment processing.

 

order (2) (1)

Access data and place orders in real-time.

reporting (1) (1)

Automated regulatory reporting and back-office management.

Use Case

Evli selects Sharpfin x Fondo solution

We are pleased to announce that Evli selects Sharpfin as partner for its wealth management software, as Evli expands its investment operations in the Swedish market.

With Sharpfin's solution, Evli will enhance its wealth management processes through easy onboarding, secure payment processing, real-time data and order access, automated regulatory reporting, and efficient back-office management.

Proud to welcome Evli as customer
Easy onboarding

The Process

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  • Demo
  • Functional fit
  • Gaps

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  • Reference call 
  • Price (25 000 sek/month <)
  • Terms and conditions
  • Agreements

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  • Delivery (1 week <)
  • Training
  • Roll out
FAQ

Frequently asked questions:

How does Sharpfin x Fondo handle ISK?

Fondo manages ISK as part of its offering. Sharpfin acquires this tax framework through the Fondo collaboration, including all reporting, tax deductions, and calculations.

How does Sharpfin x Fondo handle custody for companies (KF)?

Futur insures Fondo's depositories. 

How does Sharpfin x Fondo handle client knowledge?

Fondo manages all client knowledge for “Execution Only.” If advisory services or discretionary portfolio management are conducted on the Fondo depositories, these KYC processes are handled via Sharpfin.

Can I enable customers to do KYC themselves?

Yes, customers do this through Fondo and you can also enable this feature through Customer Portal, in Sharpfin. 

Can I let customers place orders themselves?

Yes!