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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FAQs about Sharpfin

What is Sharpfin?
Sharpfin offers a consolidated reporting solution.
What does Sharpfin do?
Sharpfin provides consolidated reporting services for small to medium-sized wealth managers and family offices.
How much does Sharpfin cost?
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.