For sharper wealth management.
Sharpfin is a leading provider of innovative wealth management solutions, empowering financial professionals to excel in today's dynamic market. Sharpfin's platform is designed to streamline operations, enhance client engagement, and ensure regulatory compliance. With Sharpfin, wealth managers, risk managers, and financial advisors can optimize their core business activities and deliver superior results.
Located in Stockholm, Stockholm County at Vasagatan 10, 111 20, SE, Sharpfin is committed to providing cutting-edge technology that meets the evolving needs of the financial industry. Sharpfin's comprehensive suite of tools supports order management, MiFID compliance, IDD, DORA, AML, reporting, wealth management, risk management, advisory services, fund management, and KYC processes.
Sharpfin is dedicated to driving growth and success for its clients. We are constantly innovating and improving our platform to deliver the best possible solutions. Sharpfin enables financial professionals to focus on what they do best: building strong client relationships and achieving financial goals. We invite the management team to create a customized and exclusive company showcase and product listing on our platform to further highlight Sharpfin's capabilities and reach a wider audience.
Sharpfin est un fournisseur de premier plan de solutions innovantes de gestion de patrimoine, permettant aux professionnels de la finance d'exceller sur le marché dynamique actuel. La plateforme de Sharpfin est conçue pour rationaliser les opérations, améliorer l'engagement client et assurer la conformité réglementaire. Avec Sharpfin, les gestionnaires de patrimoine, les gestionnaires de risques et les conseillers financiers peuvent optimiser leurs activités principales et obtenir des résultats supérieurs.
Situé à Stockholm, Stockholm County, à Vasagatan 10, 111 20, SE, Sharpfin s'engage à fournir une technologie de pointe qui répond aux besoins évolutifs du secteur financier. La suite complète d'outils de Sharpfin prend en charge la gestion des ordres, la conformité MiFID, IDD, DORA, AML, le reporting, la gestion de patrimoine, la gestion des risques, les services de conseil, la gestion de fonds et les processus KYC.
Sharpfin se consacre à stimuler la croissance et le succès de ses clients. Nous innovons et améliorons constamment notre plateforme pour fournir les meilleures solutions possibles. Sharpfin permet aux professionnels de la finance de se concentrer sur ce qu'ils font de mieux : établir des relations solides avec les clients et atteindre des objectifs financiers. Nous invitons l'équipe de direction à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre en évidence les capacités de Sharpfin et d'atteindre un public plus large.
Compare Sharpfin - wealth management platform with 3 companies in Financial-Services
| Comparison Field |
Sharpfin - wealth managem...Main Company |
FNZ (formerly New Ac...View Profile |
B4FinanceView Profile |
MGI AdelaideView Profile |
|---|---|---|---|---|
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Founded Year
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— | 2017 | 1939 | |
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Company Size
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— | 51-200 | 11-50 | 11-50 |
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City
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Stockholm, Stockholm County | Paris, Île-de-France | Eastwood, South Australia | |
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Country
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Sweden | France | ||
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Skills & Keywords
Comparing with main company
|
16 Total Skills
Wealth Management
Financial Services
Risk Management
Compliance
FinTech
Investment Management
Financial Advisory
Order Managment
MiFID
IDD
DORA
AML
Reporting
Advisory
Fund Management
KYC
|
28 Total
28 Unique
Unique Skills:
Apsys
Asset Management
Banker's front
Banking
Client acquisition
Client lifecycle management
+22
|
16 Total
2 Common
14 Unique
Match
13%
Common Skills:
Financial Services
Investment Management
Unique Skills:
Alternative Investments
Artificial Intelligence
Asset Management
compliance
Financial Technology
Fundraising
+8
|
17 Total
17 Unique
Unique Skills:
Accounting
Auditing
Business Growth
Business Planning
Estate Planning
International Tax Consulting
+11
|
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