Upgrade to Sharpfin — your portfolio managers will thank you. One platform for all your wealth management processes.

Sharpfin Wealth Management Suite is built together with leading wealth managers to support modern advisory businesses. Handle everything from onboarding and reporting to KYC, portfolio management, and compliance – in a single platform.

Take your asset management to the next level

In a highly regulated and fast-changing market, you need a portfolio system that meets supervisory requirements, adapts quickly to new conditions, and supports your long-term strategy.

With Sharpfin as your platform and partner, you get:
Increased efficiency:

Digital workflows that give you more time for prospecting and core business.

Time for investments:

Your portfolio managers gain more time to strengthen long-term client relationships and grow assets under management.

Effective risk management:

Simplified risk and compliance workflows that help you build stronger client trust.

Better regulatory control:

Increase certainty with better reporting and a clearer dialogue with supervisory authorities.

Less dependency on individuals:

Key information is stored in the system – not only in the mind of your most experienced portfolio manager.

Trusted by our clients

Andreas
"Choosing the right IT infrastructure is a growth strategy, not an IT decision."
Andreas Moritz, Consensus Asset Management
Rose
“We’re proud to partner with Sharpfin—a team that stands out for its dedication and reliability within the wealth management software space. Our collaboration reflects a shared ambition to stay at the forefront of innovation, enabling us to better serve our clients with the best possible financial solutions.”
Rose Mjörnstedt, Simplicity
Marie Strand Kapitalförvaltning
“When we evaluated various wealth management software solutions that could meet our business requirements, it became clear that Sharpfin was the preferred choice. For us, investing in this technology means we can continue to deliver the highest level of service to our clients—both now and in the future.”
Marie Anckarman, Strand Kapitalförvaltning
Even Noon Invest
“I’m very pleased to work with such an innovative and solution-oriented team as Sharpfin!”
Even Kroon, Noon Invest
200
+
Active portfolio managers use Sharpfin’s platform to manage and administer assets on behalf of their clients.
90
%
Satisfied clients who use Sharpfin as their system provider.
100
x

Faster measured capacity within organisations that use Sharpfin’s digital workflows.

FAQs

Sharpfin has been developed together with leading wealth managers in Sweden. Here you’ll find frequently asked questions about Sharpfin. Contact us for more questions and information.

  • Functionalities in Sharpfin?

    Sharpfin is built as a comprehensive system for fund and asset managers, including all the tools needed for daily operations. By consolidating all business-critical functionality into a single platform, it frees up significant resources that would otherwise be lost in overlapping processes across multiple systems.

  • How much does Sharpfin Wealth Management System cost?

    Sharpfin is designed to align with your success. Our pricing is based on the modules you use and the volume of assets managed on the platform, meaning we share both the upside and the downside with you. As your assets grow, your cost in basis points decreases, creating a scalable and cost-efficient solution that supports your long-term growth.

    Pricing example 1:
    A fund manager using all management modules, as well as the client portal for the unit holder register and Fund Management for NAV calculation, across 10 funds and a total of 30 share classes, with SEK 17 billion under management.
    Price: 1.87 bps on assets under management.

    Pricing example 2:
    A discretionary manager with mandates on online broker platforms, using all management modules and the client portal, with 3,000 clients and a total of SEK 6.5 billion under management.
    Price: 2.5 bps on assets under management.

  • What are the main risks of changing a wealth management system?

    Replacing your portfolio management system can feel a bit like performing a heart transplant. In reality, it’s often less complicated than you might think, and the greater risk is staying stuck in outdated technology that hinders business development and leaves you behind your competitors.

    Sharpfin has developed a dedicated migration methodology that minimises risk for all parties involved. Get in touch and we’ll tell you more.

  • What to consider when migrating to a new wealth management system?

    As a wealth manager, your core strengths should be client service and delivering strong investment performance. It’s unreasonable to expect you to also be an expert in system architecture and IT. Work with a partner who has successfully delivered similar projects before and can provide strong references from comparable clients.

  • What is the best wealth management system?

    What is best ultimately depends on your organisation’s specific needs. Regardless of which system you choose, make sure you’re not buying for the present state only, but investing in a platform that evolves continuously and supports your growth journey for many years to come.