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
Get insights on our latest releases of Sharpfin Wealth Management Suite. Subscribe to Sharpfin Release Notes:
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
Client Relations
Enhancements in Performance Management, Reporting and Pending Fund Orders on Fondo
Discover Sharpfin's latest updates, including enhanced performance management, TRS2 reporting, and improved Fondo portfolio functionalities to...
Markus Alin
Sep 11, 2024
Client Relations
New Features for FIFO portfolios, cash classification, fee end dates, and customisable columns
Learn about the latest improvements in Sharpfin: set start dates on FIFO portfolios for accurate performance tracking, classify various instruments...
Markus Alin
May 31, 2024
Wealth Management
SWMS release note highlights: New Dashboard view of Sharpfin Wealth Management Suite and an intelligent Bookkeeping Module
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