Sharpfin

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.