Sharpfin - wealth management platform

Invest in your future by ensuring you’re ready to serve the future of wealth. With the Great Wealth Transfer, the time to adapt is now, as delayed time-to-market for new product offerings could result in losing the younger, tech-savvy investors. Failing to communicate effectively with this new generation of clients may lead them to look elsewhere. The next generation of investors expects more than just wealth management—they demand speed, transparency, and alignment with their values, such as ESG investing. "The economic downturn triggered a slight drop in interest since 2019—by 6 percentage points—we still find interest among 79% of all individual investors in our sample, and all-time high interest of 99% among Millennials". (Source: Morgan Stanley Institute for Sustainable Investing) Let us help you plan for tomorrow, today: https://lnkd.in/dNsaxDNB #TheGreatWealthTransfer #WealthManagement #WealthManagementPlatform

We are excited to be featured in Forbes 2024 Family Office Software Roundup! Earning recognition as a leading innovator in the Family Office software space highlights our commitment to continue driving innovation in wealth management. We remain committed to empowering financial institutions to operate more efficiently while delivering personalised, data-driven services to our clients. Many thanks to Forbes and Francois Botha for this recognition. Read the full statement: https://lnkd.in/gD2_79NS

We are excited to introduce a range of enhancements developed to significantly improve your overall wealth management experience with Sharpfin Wealth Management Suite. The highlights include an upgraded Client Portal with enhanced fund trading capabilities, new functionality for adding custom contact details in Client Relations, and the ability to clone discretionary portfolio models. Read on to discover how these improvements can help your daily operations here: https://lnkd.in/dAnn9enx

Are you positioned to only survive or —lead—the change of the Great Wealth Transfer? The Great Wealth Transfer, with trillions of dollars passing to the next generation, poses both major challenges and exciting opportunities for the future of your business. The strategic plan you put in place today will define your firm's future. This is three ways to secure your position and ensure you're ready to serve the next generation of wealth: 1. Increase digitalisation to simplify digital onboarding, as it can draw capital away from less tech-savvy competitors, including traditional banks. 2. Expanding product offerings through products the next generation values, such as ESG investments. 3. Start planning for tomorrow today, by interviewing, analysing and strategising. Make sure you have time to listen to, and understand your customers of tomorrow. Learn more valuable insights at Sharpfin Insider: https://lnkd.in/dirZr6NV #TheGreatWealthTransfer #WealthManagament #WealthManagementPlatform

We are delighted to announce that Sharpfin has been named one of the best SaaS companies of 2024 by TechRound! TechRound is one of the UK's most prominent tech and startup news sites. Being recognised in their prestigious list is a strong validation of our team's commitment and the innovative platform we have developed. The nomination is based on our ability to give our clients a competitive advantage through innovation and automation. We are helping to navigate a landscape which is characterised by regulatory changes and increased customer expectations, as well as the need for operational scalability. Going forward, we aim to continue driving innovation in wealth management, and we are committed to helping financial institutions operate more efficiently while delivering personalised, data-driven services to our clients. Read the full statement: https://lnkd.in/dgVVvxWY

The Sharpfin team recently had the opportunity to engage with the team at Datia, a leading climate fintech company. Our discussions focused on the latest trends in Environmental, Social, and Governance (ESG) practices, particularly exploring how smaller players can begin their ESG reporting journey, even with limited budgets. In line with this effort, we are pleased to share our latest Sharpfin Insider article: "Start Simple and Evolve: Begin with a Basic Framework and Scale Your ESG Reporting Efforts as Your Organisation Grows." Three takeaways from the article: 🔹Focus on Materiality: Prioritise reporting on areas that are most relevant to your business and stakeholders, avoiding a "one-size-fits-all" approach. 🔹Start Simple and Evolve: Begin with a basic framework and scale your ESG reporting efforts as your organisation grows. 🔹Leverage Existing Tools: Utilise affordable automated ESG tools and templates to streamline data collection and reporting. Read the full article: https://lnkd.in/dYpcxhqf #ESG #WealthManagementPlatform

We had the chance to sit down and talk with Emil Nilsson, Software Engineer at Sharpfin, about the thrill of being part of a small, knowledgeable team and the joy of navigating complexity to create exceptional products. 🔹Emil, what is your role at Sharpfin? "I work as a software engineer and started at Sharpfin in January 2021, so I have been here for almost 4 years now." 🔹What is your favourite thing about working at Sharpfin? “The development team is still quite small compared to bigger firms, which allows you to take responsibility for many different processes and to follow the production line from start to finish, which I really like. There are always new things to learn," says Emil. 🔹What is the most fun part of the job? “First of all I really like the Sharpfin team because even though it's small, it's very knowledgeable and everyone has something to learn from one another. Second of all I think it's fun to work with a niche functional language like Erlang, and I also enjoy working with finance. The most fun part of the actual job is breaking down the customer requirements and the complexity of it and then building a great product for our customers.” Sign up to Sharpfin Insider to get to know the team and gain valuable industri insights: https://lnkd.in/d75cv652 #WealthManagement #WealthManagementPlatform #SoftwareEngineer

Vi är glada att meddela att Sharpfin har blivit utsett till ett av de bästa SaaS-företagen 2024 av TechRound! TechRound är en av Storbritanniens mest framstående nyhetssajter inom teknik och startups. Att bli erkänd i deras prestigefyllda lista är ett starkt bevis på vårt teams engagemang och den innovativa plattform vi har utvecklat. Motiveringen grundar sig i vår förmåga att ge våra kunder en konkurrensfördel genom innovation och automatisering. Vi hjälper till att navigera i ett landskap som präglas av regleringsförändringar och ökade kundförväntningar samt behovet av operativ skalbarhet. Framåt strävar vi efter att fortsätta driva innovation inom förmögenhetsförvaltning, och vi är fast beslutna att hjälpa finansiella institutioner att arbeta mer effektivt samtidigt som vi levererar personliga, datadrivna tjänster till våra kunder. Läs hela motiveringen: https://lnkd.in/dmNGjHCF

Is your platform provider undermining your business? How much of your assets under management (AUM) are being lost each year because your platform provider is pushing their own products? This is an increasing concern for many fund managers, leading to lower client retention and shrinking profitability. As more platforms push their proprietary offerings, your clients could be gradually moving away without you even realizing it. In response, we've developed a fund distribution solution that equips your firm with a direct-to-consumer platform, allowing you to engage clients directly and capture more value and loyalty. 4 proven benefits with the solution: 🔹Lower cost for your clients. 🔹Faster customer onboarding with automated compliance processes. 🔹Direct communication with clients. 🔹Quick implementation—up and running in less than a week. Learn more and book a demo: https://lnkd.in/dcixqnxS #FundManagement #WealthManagement #WealthManagementPlatform

The Sharpfin team is now back in the office after an inspiring and productive three-day conference at Sandhamn in the Stockholm archipelago. The purpose of the conference was to further strengthen our company culture, deepen our strategic initiatives and create an even stronger team spirit. During these days, we had engaging workshops where we delved into the following areas: 🔹 Sharpfin Ten Positive Commandments - Our guiding principles that drive us forward. 🔹 Marketing - New focus and creative ideas to reach new heights. 🔹 Tech Talk - Exciting presentations about Sharpfin Core. 🔹 IT Security Training - To always be one step ahead. 🔹 Tech Breakout & Sales Breakout - Insightful group discussions to drive both technical innovation and sales strategy forward. We now bring lots of energy, new ideas and an even stronger team spirit that will contribute to the company's continued development and success!