Sage vs Sharpfin

You are looking for alternatives to Sage. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
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Sage Intacct

Category
Accounting

Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals focused on customer success. Customers ranging from startups to public companies and family offices rely on Sage Intacct’s best-in-class cloud ERP software to deliver the efficiencies and insights that keep them on the fast track of growth, from their first million to their first billion.

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Sharpfin

Category
Consolidated Reporting

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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Company

  • 0–10


  • $600k


  • 2014


  • Owned by management
  • Kay staff also have ownership
  • Clients are also owners
  • External investors


  • Sweden


  • Stockholm


  • Sweden
  • Finland
  • Norway
  • Switzerland
  • United Kingdom


  • $4 billion


  • $400 million

Client

  • Independent financial advisors
  • Registered investment advisors


  • Single-family offices
  • Multi-family offices
  • Individual wealth owners


  • 3 SFOs
  • 1 bank
  • 6 RIAs

Product

  • Consolidated reporting
  • CRM
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio management
  • Data aggregation
  • Risk management
  • Impact/ESG reporting


  • AML/KYC documentation and monitoring
  • Consolidated reporting
  • Calculation of management fees
  • White labeled reporting and customer portal
  • Depreciation reporting
  • Cost reporting
  • Model portfolio management and rebalancing
  • Block order management
  • Risk management


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


  • MiFID II
  • GDPR
  • FinSA/FinIA
  • AIFMD
  • UCITS


  • Yes

Technology

  • Services software
  • SaaS


  • Two factor authentication through Yubikey or one time password
  • Strong SSL encryption on all traffic
  • Market unique access control to ensure that users only have access to functionalities they should


  • Linux
  • Java


  • Active Directory
  • Interfaces to a number of CRM system and accounting software
  • Any other third party software through our API


  • Yes (iOS, Android)