Sharpfin
We digitize all processes for small to medium size wealth managers within a single cloud service.
Sharpfin digitizes KYC and AML processes for a fully compliant customer lifecycle management. Furthermore the solution consolidates data from various data sources to provide a holistic view of your clients or familys asset and performance. We take pride in providing market leading data quality to make sure that your analysis and reports are correct at any given time.
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Contact Sharpfin directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
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Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone
Dedicated contact
In person on site support
Pricing of support
Free support
Based on SLA
Onboarding
2–4 weeks
Customisation
In general we listen to client needs and develop the software over time to fit them.
We have two areas of the product where clients can choose full customization: Client reporting & client portal.
Bespoke development
We use partner companies for bespoke development.
We use all our own resources to provide the best solution for our clients.
Added services
Data entry development
FAQs
FAQs about Sharpfin
Q
What is Sharpfin?
A
Sharpfin offers a consolidated reporting solution.
Q
What does Sharpfin do?
A
Sharpfin provides consolidated reporting services for small to medium-sized wealth managers and family offices.
Q
How much does Sharpfin cost?
A
Licensed as a service on a month-by-month basis with unlimited users. For asset managers, a fixed and volume-based license model is applied.
