Sharpfin Family Office Suite
APIyesOSS—FREE—DOCS4/5
SF6.8#6 of 24
outWeb—Windows—Mac—Linux—Android—iOS
Ranked in Family Office Software ·No free plan on record
About
Sharpfin Family Office Suite is ranked #6 of 24 in family office software on Inferse. It runs on API, Web.
Compared on family office software
- Consolidated reporting
- Yessharpfin.com
- Document management
- Yessharpfin.com
- Workflow automation
- Yessharpfin.com
- Data import methods
- automatedsharpfin.com
Facts
- Purpose
- Sharpfin describes its Wealth Management Suite as one platform for onboarding, reporting, KYC, portfolio management, and compliance.sharpfin.com · 8 Oct 2026
- Modular platform
- Customers select modules that combine into an end-to-end wealth management platform covering client management, AML controls, portfolio management, reporting, and a branded client portal.sharpfin.com · 8 Oct 2026
- Advisory
- The advisory platform consolidates client holdings across custodians and insurance providers and supports customizable advisory workflows.sharpfin.com · 8 Oct 2026
- Portfolio management
- Discretionary management includes model portfolios, risk and limit controls, rebalancing, order placement, and regulatory reporting.sharpfin.com · 8 Oct 2026
- Fund administration
- Fund Administration combines NAV calculations, accounting documentation, shareholder registers, regulatory compliance, and reporting.sharpfin.com · 8 Oct 2026
- Fund unit registry
- The unit-holder register supports fund order routing, branded client access, secure BankID login, and automated reporting.sharpfin.com · 8 Oct 2026
- Integrations
- Sharpfin says fund orders can be routed via Allfunds or directly to a fund management company, and that tax accounts and insurance can be integrated via Futur.sharpfin.com · 8 Oct 2026
- Security
- Sharpfin says its platform reduces cyber risk through fewer interfaces and describes BankID login for its client portal.sharpfin.com · 8 Oct 2026
- Compliance
- The platform includes built-in anti-money-laundering controls, risk workflows, and regulatory reporting.sharpfin.com · 8 Oct 2026
- Scalability limit
- The Fund Administration page states that it supports an unlimited number of share classes.sharpfin.com · 8 Oct 2026
- Support
- Sharpfin lists [email protected] as its support contact.sharpfin.com · 8 Oct 2026
Company
- Headquarters
- Stockholm, Swedensharpfin.com · 28 Sept 2026
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Where it ranks on Inferse
Sources
- sharpfin.com· checked 8 Oct 2026
- sharpfin.com/platform· checked 8 Oct 2026
- sharpfin.com/advisory-platform· checked 8 Oct 2026
- sharpfin.com/discretionary· checked 8 Oct 2026
- sharpfin.com/fund-administration· checked 8 Oct 2026
- sharpfin.com/shareholders-register· checked 8 Oct 2026
- sharpfin.com/fonddistribution· checked 8 Oct 2026
- sharpfin.com/contact· checked 8 Oct 2026