Sharpfin

Sharpfin is a Swedish SaaS platform built for wealth managers, fund companies, and family offices that need a single system to handle portfolio management, client onboarding, compliance, and back-office administration. Founded by Markus Alin with the explicit goal of replacing manual processes and complex integration projects, the platform has been deployed by Scandinavian firms including Evli, Strand Kapitalförvaltning, Simplicity AB, and Consensus Asset Management. Its family office product is currently in early access and targets offices managing complex multi-entity structures, including trusts, branches, and mixed-asset portfolios.

The family office module addresses a specific operational pain point: consolidating listed securities, private investments, alternative assets such as art or collectibles, and all associated cash flows in one place. Daily automated updates on listed holdings remove manual import workflows, and a counter-booking system lets users create assets or liabilities directly from transactions. The core wealth management suite, which underpins the family office offering, includes:

• Client onboarding with automated PEP and AML monitoring
• Fee calculation down to daily frequency
• Pre- and post-trade compliance and risk monitoring
• A branded client portal with custom reporting
• Bookkeeping module that converts transactions into uploadable accounting events
• Integration with Fondo for digital fund custody and execution

The platform deploys weekly updates and publishes monthly release notes, which signals an active development cycle but also means buyers should expect ongoing change rather than a static product. The family office offering is described as invite-only early access, meaning it is not yet a mature, generally available product. Firms requiring a fully productionised family office system today may find the maturity level of that specific module insufficient. Pricing for the family office tier is not publicly disclosed beyond a partner discount for Nordic Angels members.

• Consolidated portfolio management across listed and unlisted assets
• Client onboarding with KYC, AML, and PEP monitoring
• Fee calculation and management at daily frequency
• Regulatory compliance monitoring including pre- and post-trade checks
• Client reporting via branded portal
• Back-office administration and bookkeeping automation

• Portfolio and order management with model portfolios and rebalancing
• Fee management module with daily frequency calculation
• Risk management with pre- and post-trade compliance
• Branded client portal with custom reporting
• KYC and AML onboarding workflows
• Bookkeeping module converting transactions to accounting events
• Multi-currency account bookkeeping (SEK, EUR, USD)
• Cash flow management with counter-booking for dividends and alternative assets
• Client and portfolio tagging for segmentation and reporting
• Fund trading integration via Fondo with Morningstar ratings and SFDR data

Built for Single Family Office (SFO), Multi Family Office (MFO), Advisors / Wealth Advisors (RIA), Fund Managers.

In general we listen to client needs and develop the software over time to fit them.We have two areas of the product where clients can choose full customization: Client reporting & client portal.

Email support via [email protected]; personalised onboarding with direct access to product team for family office early access clients

Personalised setup with direct access to product team mentioned for family office early access; strategic system implementation described as tailored to client needs