Enhanced Client Portal Features, KYC Onboarding, and Execution-Only Fund Trading

Since the last Release Notes at the end of October, we have added the following major enhancements to Sharpfin for your convenience.

Number of improvement highlights:5

Since release notes #10/24 we have deployed 5 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. Highlights include an upgraded Client Portal, enhancements in Client Relations, and we have made the system available in yet another language.

Read on to discover more about these updates:

1. Onboarding functionality in Client Portal

Previously, an existing client relationship was needed to access the Client Portal. Now, Sharpfin allows onboarding of new clients directly through the Client Portal. By signing in with BankID, clients can access the portal, verify their address credentials (retrieved from Roaring), and complete a KYC form that you define as part of the onboarding process.

Affected module: Client Portal

2. Enhanced functionality featuring scoring in Client Relation forms

We’ve refined the use of the expression component in the Form builder, enabling you to sum up results from various heading questions and display scores accordingly. This feature is particularly useful for:

• Testing your clients’ knowledge of specific investment products
• Automatically calculating risk figures
• Summing up the total value of assets and liabilities calculated in different questions

Affected modules: Client Relations 

3. "Ja, vi elsker dette landet" - new language added

Sharpfin is now available in Swedish, English, German, and, as of a few weeks ago, Norwegian.

Affected modules: Entire System

4. Custom favicon added for each customer

For clients using sharpfin.com as their domain for the Client Portal, the default Sharpfin favicon (blue wave) used to display in shortcuts added to mobile desktops. Now, you can have your own corporate favicon, ensuring that your brand is reflected when clients create mobile shortcuts.

Affected modules: Client Portal - Mobile

5. Execution-only functionality added to Client Portal for funds

If you use Fondo as your fund custody provider, Sharpfin now offers an execution-only flow for fund trading via the Client Portal. Your clients receive all relevant ex-ante cost information, historical performance data for the selected fund, and the KIID document. Clients can place subscription and redemption fund orders directly from the portal, which are automatically executed on AllFunds via Fondo.

Affected modules: Client Portal

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?

• For support questions: contact our local support 
• For adding any of the above module or feature to your system: contact our sales team