AnyVault vs Sharpfin Family Office Suite
AnyVault
anyvault.coSharpfin Family Office Suite
sharpfin.comSide by side
| Figure | AnyVault | Sharpfin Family Office Suite |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 0 | 4 |
| Spec score · Family Office Software | 7.6 (#10) | 7.7 (#9) |
| Headquarters | Ras Al Khaimah, United Arab Emirates | Sharpfin lists its address as Vasagatan 10, 111 20 Stockholm. |
| Integrations | Owner-controlled MCP access can connect supported AI clients, including ChatGPT, Claude, Le Chat and Cursor, with entity-scoped access. | Published integrations and connections include Allfunds, Fondo, Futur, Nordnet and Avanza, with automated order routing or custody-related workflows. |
| Purpose | AnyVault combines investments, entities, cash, documents and accounting in a private platform for complex family offices and investment holding companies. | Sharpfin describes its Wealth Management Suite as one platform for onboarding, reporting, KYC, portfolio management, and compliance. |
| Reporting | Reports include balance sheets, income statements, cash flow statements, statements of changes in equity and notes generated from posted entries. | Reporting includes client reports and regulatory outputs such as ex-post cost, KU and TRS reports. |
| Security | The security page states that production uses HTTPS/TLS, encrypted server storage, client-side encrypted off-site backups and TOTP two-factor authentication after enrollment. | Sharpfin says fewer interfaces reduce intrusion risk and describes its platform as having high cybersecurity. |
| Support | AnyVault offers Assisted Operations for recurring statement ingestion, document processing, reconciliation and workflow support, while accounting judgments and final accounting approval remain with the client or appointed accountant. | The maker provides sales and support contact addresses and directs enhancement requests to [email protected]. |
| What it does | AnyVault consolidates investments, entities, cash, documents and accounting in a private, single-tenant platform for complex family offices and investment holding companies. | Sharpfin Wealth Management Suite combines onboarding, KYC, portfolio management, reporting and compliance in one platform. |
Plans
Sharpfin Family Office Suite
- Fund manager examplePriced on request
- Discretionary manager examplePriced on request
- Sharpfin Family Office SuitePriced on request
- Sharpfin Wealth Management SuitePriced on request
In their own words
AnyVault
AnyVault is private, single-tenant wealth-specific accounting software for complex family offices and investment holding companies. It combines investments, entities, cash, documents and accounting in one platform, with performance reporting, investor reporting, tax-lot accounting and multi-currency support. The system imports statements in varied layouts, normalizes transaction rows, checks for duplicates, and puts review and approval before portfolio or accounting use. Confirmed transactions can create balanced journal entries that feed the trial balance, general ledger and period reports. Reports include balance sheets, income statements, cash flow statements, changes in equity and notes, with overall, broker and private views and PDF or Excel export. Transactions can link to source statement rows, documents, assets or positions, cash movements and journal entries. AI autonomy is configurable, allowing uncertain or consequential work to remain in human review. Each deployment has a separate application environment and database boundary. Standard hosting uses dedicated EU infrastructure; optional AI providers may process selected content in the United States under Standard Contractual Clauses. Pricing is available on request.
Sharpfin Family Office Suite
Sharpfin Family Office Suite has no write-up on Specifiction yet; its figures are above.