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.
What sets Sharpfin apart?
"We are never satisfied with just being on par with the competition. Our mission is to provide a software which you love to use and is a great relief for you in your daily work."
Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
- Owned by management
- Kay staff also have ownership
- Clients are also owners
- External investors
- United Kingdom
- $4 billion
Avg. AUM per client
- $400 million
- Independent financial advisors
- Registered investment advisors
- Single-family offices
- Multi-family offices
- Individual wealth owners
- 3 SFOs
- 1 bank
- 6 RIAs
What clients say about Sharpfin?
“With Sharpfin we have found a vendor with a brilliant understanding for our needs. Their solution significantly increases quality in our customer reporting and saves a lot of time for our wealth management and administration personnel.”
Patrik Soko, CEO at Consensus Asset Management (Sweden)
Support & services
Learn what support and services you can expect
General contact mail or phone
In person on site support
Pricing of support
Based on SLA
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.
We use partner companies for bespoke development.
We use all our own resources to provide the best solution for our clients.
Data entry development
We also reviewed some other Consolidated Reporting Providers
United States of America
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.
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