Sharpfin provides a modular Wealth Management Suite that unifies front‑ and back‑office functions—onboarding, KYC/AML, portfolio and order management, accounting, performance analytics, and regulatory reporting—into a single platform. Its drag‑and‑drop workflow builder and integrated risk engine automate processes and ensure compliance, while a branded client portal with BankID gives secure real‑time access to holdings and reports.
Funding
Funding not disclosed
Founders
Product
Problem
Wealth and asset management firms often rely on multiple disconnected systems for onboarding, KYC, portfolio management, reporting, and compliance, leading to inefficient manual workflows, regulatory risk, and dependence on individual staff knowledge.
Solution
Sharpfin delivers an integrated Wealth Management Suite that consolidates front‑ and back‑office functions into a single, modular platform. Digital, drag‑and‑drop workflows automate onboarding, client documentation, AML checks, order processing, and fee calculations, freeing portfolio managers to focus on client relationships and investment decisions. Built with built‑in risk engines and regulatory reporting tools, the system ensures consistent compliance and transparent communication with supervisory authorities. A fully branded client portal with BankID authentication provides secure, real‑time access to holdings and reports, while the modular architecture lets firms add only the functionalities they need and scale with asset growth.
Target Audience
Primary customers are mid‑size to large asset and fund managers, discretionary portfolio managers, and wealth management firms that need a unified, compliant platform to run both front‑ and back‑office operations.
Features
- Modular architecture covering client onboarding, KYC/AML, portfolio and order management, back‑office accounting, performance analytics, and fund administration in one system
- Drag‑and‑drop workflow builder and automated task routing to reduce manual processing and person‑dependency
- Integrated risk engine that evaluates pre‑trade and post‑trade risk preferences and enforces compliance rules
- Regulatory reporting suite (e.g., cost reports, KU, TRS) with export capabilities and audit trails for supervisory dialogue
- Fully branded client portal with BankID login (Nordic markets) for secure access to statements, holdings, and communications
- Machine‑learning‑enhanced accounting exports and fee‑structure configuration for complex commission sharing
- Real‑time performance breakdowns by asset class, sector, currency, or sustainability metrics