Release Notes | Bookkeeping

Client Relations

Discover Sharpfin’s latest updates in wealth management, including enhanced Book Keeping features, and improved Client and Portfolio Tags.

Markus Alin Jan 7, 2025

Wealth Management

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...

Markus Alin Mar 13, 2024