We are wrapping up another year and in this release notes we enclose the december updates. Due to holidays we had less throughput than normally, during a month, but we hope that you find our updates useful and that you enjoy using Sharpfin Wealth Management Suite. If you have any enhancement requests, support errands or ideas how we can develop Sharpfin to an even more user friendly experience, do not hesitate to drop us a mail at support@sharpfin.com
Number of improvement highlights:3
Since release notes #11/24 we have deployed 3 major upgrades of Sharpfin Wealth Management Suite (SWMS). The development team is upgrading Sharpfin Wealth Management Suite every week. The monthly Release Notes only highlights the most major improvements and releases. The main new features and improvements are listed below.
For our clients using Fondo as fund custody together with Sharpfin, we now provide enhanced information when browsing the fund universe such as:
Fund Risk level
Morningstar rating
SFDR and Morningstar Sustainability Rating
Affected modules: Client Portal
Sharpfin features a book keeping module which turns transactions into book keeping events that can be easily uploaded to your book keeping system of your discretion. This has been live for almost a year and working for settlements in SEK. We have recently added the functionality to book keep also events which happens on other accounts than the base currency (e.g. EUR-accounts, USD-accounts).
Affected modules: Back Office
Under Reference Data - > Data Config you now have the possibility to add generic Tags that can be set to the Client or Portfolio Entity. This allows to search for certain clients or portfolios with a certain tag and extract lists or create reports with clients or portfolios with the same tag.
Affected modules: Wealth Management, Client Relations and Reference Data.
About Sharpfin Wealth Management Releases:
The development team is upgrading Sharpfin Wealth Management Suite every week. The monthly Release Notes only highlights the most important improvements and releases.
Implementing shorter release cycles reduces downtime, leading to lower IT maintenance costs and a more cost-effective IT infrastructure for your organisation.
Any questions regarding these Release Notes?