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Sharpfin Family Office Suite vs WealthSphere

Sharpfin Family Office Suite

sharpfin.com

WealthSphere

mywealthsphere.com

Side by side

FigureSharpfin Family Office SuiteWealthSphere
Price from——
Free plan——
Free trial——
Open source——
WebYesYes
iOSYes—
AndroidYes—
APIYes—
Self-hosted—Yes
Plans published41
Spec score · Family Office Software7.7 (#9)6.7 (#24)
DeploymentThe independent iTechGuides listing describes Sharpfin as a cloud deployment accessed through a web platform.WealthSphere is available as cloud SaaS or on-premise software.
FoundedLinkedIn states that Sharpfin was founded in 2014.2000
Fund administrationFund Administration combines NAV calculations, accounting documentation, shareholder registers, regulatory compliance, and reporting.NAVSphere supports open and closed funds, NAV calculations integrated with the General Ledger, scheduled fees, and reporting, and is positioned for small or emerging funds.
IntegrationsPublished integrations and connections include Allfunds, Fondo, Futur, Nordnet and Avanza, with automated order routing or custody-related workflows.The maker says DigiHub, developed by Vega Technology, supports client onboarding and digital ID verification.

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

Sharpfin Family Office Suite pricing →

WealthSphere

  • Modular pricingPriced on request

WealthSphere pricing →

In their own words

Sharpfin Family Office Suite

Sharpfin Family Office Suite has no write-up on Specifiction yet; its figures are above.

Visit sharpfin.com

WealthSphere

WealthSphere has no write-up on Specifiction yet; its figures are above.

Visit mywealthsphere.com