Sharpfin Wealth Management Suite
A state-of-the-art, compliance-first, financial SaaS platform. 

Offering smooth, compliant, and client-centric wealth management with ease.

 
BOOK A DEMO FUND DISTRIBUTION PLATFORM

Trusted by reputable Wealth Management firms since 2017:

Consensus Asset Management
Noon
Evli
simplicity
Strand Kapitalförvaltning
Safe Return
SilverDome

The future of wealth management relies on providing the finest customer experience:

Simplifying it for you have been our priority:

45%

Lower costs.

30%

Increase in revenue.

100%

Faster onboarding.

"Absolutely, love the sleek holdings report with total acquisition value, transactions, and total market value per security, which can be exported to Excel."

- Rose Mjörnstedt, Simplicity

"The local support is outstanding. The rapid response makes it feel as if we are the only customer."

- Malin Lööf, Strand Kapitalförvaltning

Feature highlights

Dashboard overview designed to enhance wealth managers' day-to-day operations  

Sharpfin Wealth Management Suite's dashboard overview is designed to give an easy overview of wealth managers' day-to-day operations.

Dashboard vy
Feature highlights

Client-centric wealth management reports 

  • Generate custom-branded client reports.

  • Distribute market insights and monthly updates. 
Feature highlights

A market unique form builder 

  • Eases the know-your-clients processes.

  • Smooth MiFID II documentation.

  • Build advisory forms and agreements with ease.

"It's in our DNA to make everything simple for the end customer and reduce the need for lengthy integration projects, making them virtually unnecessary."

Markus Alin, CEO at Sharpfin

Key benefits of Sharpfin Wealth Management Suite

 

client_relations

Streamline client interactions

Digitalise your clients' documentation in a straightforward and organised manner. Safely upload, store, and share documents.

back_office

Automate administrative tasks

Save time on back office and administrative tasks. Calculate performance and management fees under 5 seconds using SWMS. 


LEARN MORE

  

risk-2

Mitigate risk 

Monitor your clients' allocations and risks in real-time. Stay vigilant against PEP and money laundering activities on a daily basis.


LEARN MORE 

 

performance_management (1)

Strengthening the client experience

Move closer to your clients with branded, secure login to the system and custom made reporting.

 

Use cases

1080x1080_stortext_WEALTH
 

Today’s increasing competition in wealth management, along with a steadily rising regulatory burden, calls for a strong urge to automate the traditional wealth management business.

LEARN MORE  

 
1080x1080_stortext_FUND
 

Seamlessly manage multiple share classes and calculate your NAVs in one single click. Utilise Sharpfin’s unique Bookkeeping Engine to export your fund transactions to your bookkeeping system of preference.

LEARN MORE  

 
1080x1080_stortext._FAMILY
 

Management of wealth is a long term commitment. Are you equipped to keep the wealth for the next generation using modern technology?

LEARN MORE  

 
Testimonials

What our customers say

"The integration project marked a significant triumph. Not only did we seamlessly merge years of transaction history, but we also upgraded our portfolio management system by replacing a tier one solution, providing enhanced functionality. With Sharpfin we've cut 33% of the administrative costs."

Frida Emanuelsson
COO Strand Kapitalförvaltning Frida Emanuelsson

"With Sharpfin we have found a vendor with a brilliant understanding for our needs. Their solution significantly increases quality in our customer reporting and saves a lot of time for our wealth management and administration personnel."

Soko
CEO Consensus Asset Management Patrik Soko

"We are thrilled to partner with Sharpfin, a dedicated and trusted team in the field of Wealth Management Systems. This collaboration reflects our shared commitment to staying at the forefront of technology in order to provide our clients with the best possible financial solutions."

Rose
Head of Foundations, Simplicity AB Rose Mjörnstedt

"Very excited to work with such an innovative and solution oriented team as Sharpfin!"

Even Krohn Noon Invest
Co-founder of Noon Invest Even Krohn
Resources

Valuable tools and innovative frameworks

Press Release

Evli partners with Sharpfin to expand its wealth management services in Sweden

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.

This partnership will support Evli's goal of growing its managed assets in Sweden from SEK 11 billion to SEK 35 billion.

Whitepaper

Streamline your wealth management business

Modern wealth management calls for efficiency, allowing investors to make informed decisions without drowning in complexity.

Today’s increasing competition in wealth management, along with a steadily rising regulatory burden, calls for systems supporting the shift.

In this whitepaper we have summarised what to consider when implementing new wealth management software.

DOWNLOAD WHITEPAPER

Sharpfin Insider

Sharp insights on regulatory compliance enhancements, fortified data security, and streamlined automated processes for sharper wealth management.
Release Notes

New feature for performance management and TRS2 reporting

Improvement highlights: 4 

Sharpfin state-of-the-art performance management feature allows for detailed analysis of portfolio contributions, while automatic TRS2 reporting ensures compliance with regulatory requirements.

Additionally, we've added functionality for Fondo portfolio transactions and enhanced the Client Portal with historical instrument performance and documentation.

READ ARTICLE
Partner Collaboration

Sharpfin & Fondo expand their market reach with a fully digital solution for wealth managers

Removing unnecessary administration and lower management costs. 

This solution will meet wealth managers' needs for modern technology that provides a better customer experience and at the same time remove unnecessary administration and lowers management costs.

READ ARTICLE
Meet the founder

Markus Alin, founder of Sharpfin

In the early 2000s, Markus Alin worked at a startup in Switzerland. After spending some time in the financial hub, he discovered widespread dissatisfaction with the existing wealth management systems in the industry.

Companies were not agile, and the systems were not user-friendly, as too much focus was placed on customer demands, leading to chaotic solutions. 

Sharpfin features an intuitive interface, a unified code base for scalability, and outstanding customer satisfaction.

4

 

 

Featured in

PLANS

Scale your marketing metrics

Basic

$30/mo

Flat fee for up to 200 users

Set the foundation with all your team needs for basic data integrations.

  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
TRY FOR FREE
Most popular

Pro

$85/mo

Flat fee for up to 200 users

Set the foundation with all your team needs for basic data integrations.

  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
TRY FOR FREE

Enterprise

Custom

Get in touch for a custom quote

Set the foundation with all your team needs for basic data integrations.

  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
  • Checkmark 24/7 online support
TRY FOR FREE
FAQ

Need clarification?

What is T2D3?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Can I use T2D3 on my phone?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Can I change my plan later?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

What is so great about the Pro plan?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.