Client Relations
Last release notes for 2024
Discover Sharpfin’s latest updates in wealth management, including enhanced Book Keeping features, and improved Client and Portfolio Tags.
Release Notes
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Client Relations
Enhanced Client Portal Features, KYC Onboarding, and Execution-Only Fund Trading
Discover Sharpfin's latest updates in wealth management, including enhanced Client Portal features, improved Client Relations, and execution-only...
Markus Alin
Nov 29, 2024
Client Relations
Enhancing Fund Information, Custom Contact Details, and Improved Advisor Processes
Discover Sharpfin's latest updates, including enhanced client portal features, improved client relations, and streamlined wealth management...
Markus Alin
Oct 21, 2024
Reporting
Sharpfin Wealth Management Suite release note highlight: ex-post cost reporting
Sharpfin Wealth Management Suite now features enhanced functionality to cover more costs and products, enabling clients to get a holistic view of...
Markus Alin
Apr 26, 2024