Name: Sharpfin
Author: Sharpfin

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Attendance Tracking

Online Proctoring Software

Education

Association Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Document Generation

File Sync

Enterprise

Accounting

CTRM

Cryptocurrency Mining

Financial Research

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Compliance

HR Management

Payroll

Recruitment Agency

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Design

Cloud Data Warehouse

Cloud Storage

Container Management

DevOps

Fraud Detection

Hadoop-Related

IT Alert Management

Incident Response

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Mobile Data Security

Network Access Control (NAC)

Network Performance Monitoring

Phishing Detection and Response

Relational Database Management Systems

Requirements Management

Tower Servers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Customer Loyalty Program

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Personalization Engines

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Email Signature

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Automotive

Geographic Information

Hotel Management

Insurance Claims Management

Law Practice Management

Mental Health

Multiple Listing Service (MLS)

Pharmacy

Telemedicine

Vertical-Specific

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Sharpfin is a cloud-based Wealth Management System designed to simplify and empower wealth management processes for financial professionals. It caters to a wide range of companies in the wealth management industry, including independent wealth managers, family offices, financial advisors, and pension advisors. Professionals and industries such as wealth managers, independent financial advisors, asset management companies, and banks rely on Sharpfin to streamline their portfolio management, advisory services, risk management, wealth administration, reporting, and customer portal needs.

## Key Features

**Wealth Consolidation**: According to the vendor, Sharpfin enables the consolidation of both allocation and performance data for clients with holdings scattered across multiple banks, multiple depots within one bank, or unlisted securities.

**Remote Client Onboarding**: The vendor claims that Sharpfin provides a simple and structured way to digitize customer documentation, allowing for seamless integration with electronic signature solutions like Scrive to enable remote client onboarding.

**Risk Monitoring**: According to the vendor, Sharpfin offers real-time monitoring of clients' holdings to ensure they are in line with the agreed risk level. It provides constant monitoring of allocations and risks, allowing wealth managers to take proactive measures.

**Time-saving Administration**: The vendor states that Sharpfin calculates management fees quickly and efficiently, even for complex fee structures such as performance fees or daily asset under management-based fees. The system can calculate fees within seconds, potentially saving significant administration time.

**Branded Reporting and Customer Portal**: The vendor claims that Sharpfin provides reporting and customer portal functions that allow wealth managers to strengthen their brand by providing branded, secure login portals for clients. It enables closer client engagement and personalized client reporting.

**Compliance Risk Management**: According to the vendor, Sharpfin offers compliance monitoring services in partnership with external providers to help wealth managers manage compliance risks effectively. It includes daily monitoring of clients for politically exposed persons (PEP) and money laundering, with easy management through the Sharpfin user interface.

**Comprehensive Financial Picture**: The vendor states that Sharpfin provides a clear and comprehensive view of an individual's personal financial situation. It includes data on savings, investments, insurance, unnecessary expenses, and occupational pensions. It aims to enable users to have a holistic understanding of their financial lives.

**Engaging Non-Finance Individuals**: According to the vendor, Sharpfin aims to engage individuals who are not interested in finance. It aims to make finance more accessible and active in their lives. It utilizes digitalization to reach a wider audience and increase financial engagement.

**Collaboration with Right Companies**: The vendor emphasizes the importance of collaborating with the right companies. According to them, Sharpfin enables seamless integration of solutions through digitalization, reducing administrative burdens and improving efficiency.

Sharpfin

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TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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What is Sharpfin?