After spending some time in the financial hub, he discovered widespread dissatisfaction with the existing wealth management systems in the industry
Companies were not agile, and the systems were not user-friendly, as too much focus was placed on customer demands, leading to chaotic solutions.
Sharpfin features an intuitive interface, a unified code base for scalability, and outstanding customer satisfaction.
At Sharpfin, we are dedicated to achieving our goal of becoming the leading portfolio management solution in the market. We are proud to have a growing number of wealth managers among our satisfied customers, including well-known financial institutions such as Evli, Strand Kapitalförvaltning, Simplicity, Consensus Asset Management, and Stavanger Asset Management.
Don't stand the risk of losing business entirely or being stuck in a non-profit waste land....
Imagine that a you had a cloud based solution that would consolidate all these data for you, empowering you to take control and free up time for you to make active investment decisions. Book a meeting and find out already today how Sharpfin Technologies puts a new standard for Family......
Sharpfin helps pension and insurance companies to improve efficiency in their client meetings with up to 75% per meeting compared to previous solutions. Our offering includes: a completely digital advisory process full electronic traceability a complete set of documentation automatically generated and branded in yourcorporate identity, and integration with electronic signatures via Scrive enabling you......