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ALL-IN-ONE WEALTH MANAGEMENT PLATFORM

Growing AuM in a regulated environment requires an organisation and technical infrastructure that can handle both oversight and pace — without increasing complexity.

WEALTH MANAGEMENT SUITE

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

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FUND MANAGEMENT SUITE

Sharpfin Fund Management Suite has transformed how fund companies will manage and administer funds. Everything you need is now in one system - reliable, efficient, and easy to use. 

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"Enabling forward-thinking wealth managers to streamline their day-to-day business with a scalable system and ensuring the company can withstand technological, regulatory, and market shifts."

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.

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AUTOMATED ADMIN

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


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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

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

 

WHAT OUR CUSTOMERS SAY

"When we evaluated available solutions at Strand that could fulfil our business requirements, it became clear that Sharpfin was the wealth management solution of choice. For us, investing in the technology means we can continue to provide our clients with the highest level of service, now and in the future."

Marie
Deputy CEO, Strand Kapitalförvaltning Marie Anckarman

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

Even Krohn Noon Invest
Co-founder, 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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