All-in-One Wealth Management Platform

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

Simplifying it for you has been our priority.

Powering the future of wealth management:

45%

Lower costs.

30%

Increase in revenue.

100%

Faster onboarding.

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

 

Customer case

"Sharpfin has helped us to meet our clients preferences, thanks to an efficient and intuitive portfolio system."

Simon Tarvainen, Partner & Portfolio Manager
at Strand Kapitalförvaltning

Key benefits of Sharpfin Wealth Management Suite

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Client interactions

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

back_office

Automated admin

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


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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.


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Client experience

Strenghten the client experience with branded, secure login to the system and custom made reporting.

 

Use cases

Sharpfin drives innovation in wealth management, enabling forward-thinking wealth and fund managers to streamline their day-to-day business with a scalable system and ensuring the company can withstand technological, regulatory, and market shifts.

Today’s growing competition in wealth management, combined with a steadily rising regulatory burden and increasing customer demands, calls for an intuitive system.

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Fund Companies


All-in-one fund distribution platform designed for scalability, efficiency, and compliance. It delivers unparalleled value for you and your clients.

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Family Office

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


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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

"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

"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
Meet Markus Alin, founder of Sharpfin

"My vision when founding Sharpfin was to create a wealth management software that users would truly love—no more manual processes, no more cumbersome integration projects, just an easy and simple user experience."

- Markus Alin, CEO & Founder of Sharpfin

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.

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Pro

$85/mo

Flat fee for up to 200 users

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

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Enterprise

Custom

Get in touch for a custom quote

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

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FAQ

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What is so great about the Pro plan?

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Powering the future of wealth for companies such as: