Release Notes
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Discover Sharpfin's latest updates in wealth management, including enhanced Client Portal features, improved Client Relations, and execution-only...
Discover Sharpfin's latest updates, including enhanced client portal features, improved client relations, and streamlined wealth management...
Discover Sharpfin's latest updates, including enhanced performance management, TRS2 reporting, and improved Fondo portfolio functionalities to...
Explore Sharpfin’s latest features, including performance management, TRS2 reporting, enhanced Fondo portfolio functionality, and enriched position...
Learn about the latest improvements in Sharpfin: set start dates on FIFO portfolios for accurate performance tracking, classify various instruments...
Sharpfin Wealth Management Suite now features enhanced functionality to cover more costs and products, enabling clients to get a holistic view of...
SWMS now also features a bookkeeping module, where you can enter general ledgers at your discretion and have the system learn how to bookkeep the...
Not only have we released four major improvements, but we are also excited to unveil our newly revamped homepage with a slightly new corporate...
Now you can generate MiFID II and ESG reports by a single click to all your clients.
Client reports now include benchmarks, empowering you to track your preferred fixed income and equity indices based on your client's unique weightage.