Sharpfin Family Office Suite

Spec sheet

What it does

Sharpfin Wealth Management Suite combines onboarding, KYC, portfolio management, reporting and compliance in one platform.Read 15 Oct 2026 · sharpfin.com

Purpose

Sharpfin describes its Wealth Management Suite as one platform for onboarding, reporting, KYC, portfolio management, and compliance.Read 8 Oct 2026 · sharpfin.com

Deployment

The independent iTechGuides listing describes Sharpfin as a cloud deployment accessed through a web platform.Read 15 Oct 2026 · itechguides.com

Integrations

Published integrations and connections include Allfunds, Fondo, Futur, Nordnet and Avanza, with automated order routing or custody-related workflows.Read 15 Oct 2026 · sharpfin.com

Security

Sharpfin says fewer interfaces reduce intrusion risk and describes its platform as having high cybersecurity.Read 15 Oct 2026 · sharpfin.com

Compliance

The platform includes built-in anti-money-laundering controls, risk workflows, and regulatory reporting.Read 8 Oct 2026 · sharpfin.com

Support

The maker provides sales and support contact addresses and directs enhancement requests to [email protected].Read 15 Oct 2026 · sharpfin.com

Headquarters

Sharpfin lists its address as Vasagatan 10, 111 20 Stockholm.Read 8 Oct 2026 · sharpfin.com

Founded

LinkedIn states that Sharpfin was founded in 2014.Read 15 Oct 2026 · linkedin.com

Advisory

The advisory platform consolidates client holdings across custodians and insurance providers and supports customizable advisory workflows.Read 8 Oct 2026 · sharpfin.com

AML and KYC

Client Relations supports document management, automated anti-money-laundering checks, PEP and sanctions monitoring and configurable KYC forms.Read 15 Oct 2026 · sharpfin.com

API connectivity

Sharpfin describes open architecture and API connections to custodians and fund administrators, but no public Sharpfin API reference or SDK is published on the pages reviewed.Read 15 Oct 2026 · sharpfin.com

Back office

Back Office supports configurable performance or volume fees, commission sharing and machine-learning accounting exports.Read 15 Oct 2026 · sharpfin.com

Client portal

The branded client portal uses Nordic BankID login and lets clients securely view investment information without separate integration work.Read 15 Oct 2026 · sharpfin.com

Company headquarters

LinkedIn places headquarters at Vasagatan 10, Stockholm, Sweden.Read 15 Oct 2026 · linkedin.com

Company size

LinkedIn lists Sharpfin Wealth Management Suite as a privately held company with 2–10 employees.Read 15 Oct 2026 · linkedin.com

Core engine

Sharpfin Core provides server operations, multilingual support, role and permission controls, a transaction engine and holdings-allocation classification.Read 15 Oct 2026 · sharpfin.com

Crunchbase profile

Crunchbase describes Sharpfin as a private Stockholm company with 1–10 employees and no publicly shown funding amount.Read 15 Oct 2026 · crunchbase.com

Customer scale claim

Sharpfin’s homepage claims more than 200 active portfolio managers use its platform.Read 15 Oct 2026 · sharpfin.com

Documentation depth

Public materials consist mainly of product pages, FAQs, partner articles and release notes; no public installation guide, system requirements page or developer documentation was found.Read 15 Oct 2026 · sharpfin.com

Family-office scope

The Family Office Suite includes Sharpfin Core, reporting and tools for managing holdings, allocations and client communications.Read 15 Oct 2026 · sharpfin.com

Fund administration

Fund Administration combines NAV calculations, accounting documentation, shareholder registers, regulatory compliance, and reporting.Read 8 Oct 2026 · sharpfin.com

Fund management

Fund Management provides unit-holder registers, NAV calculation and share-class handling.Read 15 Oct 2026 · sharpfin.com

Fund unit registry

The unit-holder register supports fund order routing, branded client access, secure BankID login, and automated reporting.Read 8 Oct 2026 · sharpfin.com

GetApp platforms

GetApp lists Web, Android and iPhone/iPad as supported platforms.Read 15 Oct 2026 · getapp.com

Limit: portfolio focus

iTechGuides says the strongest fit is portfolio-led operations rather than broad family-office administration.Read 15 Oct 2026 · itechguides.com

Limit: pricing transparency

Subscribed.fyi identifies pricing as tied to assets under management and says limited public pricing details are a drawback.Read 15 Oct 2026 · subscribed.fyi

Limit: workflow complexity

Subscribed.fyi feedback says some Sharpfin steps could be shorter, although the reviewer became accustomed to the workflow.Read 15 Oct 2026 · subscribed.fyi

Modular platform

Customers select modules that combine into an end-to-end wealth management platform covering client management, AML controls, portfolio management, reporting, and a branded client portal.Read 8 Oct 2026 · sharpfin.com

Notable news

Sharpfin announced on January 27, 2026 that it raised SEK 10 million to accelerate growth and develop offerings for new fund structures.Read 15 Oct 2026 · sharpfin.com

Order management

Order Management supports all asset classes, model portfolios, portfolio rebalancing and individual or block orders.Read 15 Oct 2026 · sharpfin.com

Performance analytics

Performance Management can attribute returns by asset class, currency, sector or sustainability classification and measure model-portfolio returns.Read 15 Oct 2026 · sharpfin.com

Portfolio management

Discretionary management includes model portfolios, risk and limit controls, rebalancing, order placement, and regulatory reporting.Read 8 Oct 2026 · sharpfin.com

Praise: ease of use

Subscribed.fyi’s surfaced user feedback describes Sharpfin as clean, intuitive and quick to get started with.Read 15 Oct 2026 · subscribed.fyi

Praise: reliability

A Subscribed.fyi user summary characterizes Sharpfin as smooth and reliable and recommends it.Read 15 Oct 2026 · subscribed.fyi

Privacy protection

The client portal is described as GDPR-safe and protected by BankID authentication.Read 15 Oct 2026 · sharpfin.com

Rating on GetApp

0 out of 5 from 0 reviewsRead 15 Oct 2026 · getapp.com

Rebalancing speed

Sharpfin claims large portfolio rebalancing takes under 5% of the time required by several legacy systems.Read 15 Oct 2026 · sharpfin.com

Recent release

A May 31, 2024 release added FIFO portfolio start dates, generic cash classification, fee end dates and customizable table columns.Read 15 Oct 2026 · sharpfin.com

Release cadence

Sharpfin says its development team upgrades the Wealth Management Suite every week and publishes monthly highlights.Read 15 Oct 2026 · sharpfin.com

Reporting

Reporting includes client reports and regulatory outputs such as ex-post cost, KU and TRS reports.Read 15 Oct 2026 · sharpfin.com

Risk management

The risk module uses a rule-based engine for real-time pre-trade and post-trade allocation and risk monitoring.Read 15 Oct 2026 · sharpfin.com

Scalability limit

The Fund Administration page states that it supports an unlimited number of share classes.Read 8 Oct 2026 · sharpfin.com

Plans and prices

Every Sharpfin Family Office Suite plan and price →

Where Specifiction places it

• Family Office Software#9 of 247.7