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Sharpfin Family Office Suite pricing

4 plans read from sharpfin.com

Fund manager examplePriced on request 1.87 bps on assets under managementall management modules · client portal · unit-holder register · NAV calculation · 10 funds · 30 share classes · SEK 17 billion AUM Read 15 Oct 2026 · sharpfin.com
Discretionary manager examplePriced on request 2.5 bps on assets under managementall management modules · client portal · 3,000 clients · SEK 6.5 billion AUM Read 15 Oct 2026 · sharpfin.com
Sharpfin Family Office SuitePriced on request Pricing on requestmodule selection and assets under management determine pricing · month-to-month license · unlimited users Read 15 Oct 2026 · itechguides.com
Sharpfin Wealth Management SuitePriced on request Pricing based on selected modules and assets managed; quoted examples are 1.87 bps and 2.5 bps on assets under management Read 8 Oct 2026 · sharpfin.com

In short

  • Sharpfin Family Office Suite has a free plan (Sharpfin Family Office Suite).
  • Paid plans published: 2.
  • 4 plans are priced on request (Fund manager example, Discretionary manager example, Sharpfin Family Office Suite, Sharpfin Wealth Management Suite).

What the alternatives costAll alternatives →

ToolFromFree planFree trial
Ginkgo$1,000/moYesYes
FundCount$333.33/moNoNo
Addepar—NoNo
Asora$300/moNoNo
Canopy$1,250/moNoNo
AtlasFive—NoNo
Elysys—NoNo
Asseta—NoNo