Sharpfin Family Office Suite
Sharpfin Family Office Suite is a modular wealth management platform for onboarding, reporting, KYC, portfolio management, and compliance.
What Sharpfin Family Office Suite is
Sharpfin Family Office Suite is a modular wealth management platform for onboarding, reporting, KYC, portfolio management, and compliance. Customers choose modules to build a service spanning client management, anti-money-laundering controls, reporting, and a branded client portal. Its advisory tools consolidate holdings across custodians and insurance providers and support configurable workflows. Discretionary portfolio management includes model portfolios, risk and limit controls, rebalancing, order placement, and regulatory reporting. Fund Administration combines NAV calculations, accounting documentation, shareholder registers, compliance, and reporting, and supports an unlimited number of share classes. The fund unit registry supports order routing, branded client access, BankID login, and automated reporting. Sharpfin says orders can go through Allfunds or directly to a fund management company; tax accounts and insurance can connect via Futur. The platform also offers automated data imports, consolidated reporting, document management, and workflow automation. It is available through web and API. Pricing is on request and depends on selected modules and assets managed; quoted examples are 1.87 bps and 2.5 bps on assets under management.
Good
- Modules combine into an end-to-end wealth platform.
- Consolidates client holdings across custodians and insurers.
- Includes built-in AML controls and regulatory reporting.
- Supports an unlimited number of share classes.
- Automates imports and offers consolidated reporting.
Watch out
- Pricing is available on request.
- Pricing depends on modules and assets managed.
Who it suits
It suits wealth managers, family offices, and fund administrators seeking modular tools for client and portfolio management, compliance, and reporting. Its web and API availability and branded client access may fit teams serving clients digitally.
Verdict
Sharpfin brings advisory, discretionary portfolio management, fund administration, and client access into a modular platform. Prospective customers need to request pricing based on their chosen modules and assets managed.
Plans and prices
From Sharpfin Family Office Suite's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Fund manager example | Priced on request | all management modules · client portal · unit-holder register · NAV calculation · 10 funds · 30 share classes · SEK 17 billion AUM · 1.87 bps on assets under management |
| Discretionary manager example | Priced on request | all management modules · client portal · 3,000 clients · SEK 6.5 billion AUM · 2.5 bps on assets under management |
| Sharpfin Family Office Suite | Priced on request | module selection and assets under management determine pricing · month-to-month license · unlimited users · Pricing on request |
| Sharpfin Wealth Management Suite | Priced on request | Pricing based on selected modules and assets managed; quoted examples are 1.87 bps and 2.5 bps on assets under management |
The facts
Each one read from Sharpfin Family Office Suite's own pages, with the date it was checked.
What it does
- Advisory
- The advisory platform consolidates client holdings across custodians and insurance providers and supports customizable advisory workflows.checked 8 Oct 2026
- AML and KYC
- Client Relations supports document management, automated anti-money-laundering checks, PEP and sanctions monitoring and configurable KYC forms.checked 15 Oct 2026
- API connectivity
- Sharpfin describes open architecture and API connections to custodians and fund administrators, but no public Sharpfin API reference or SDK is published on the pages reviewed.checked 15 Oct 2026
- Back office
- Back Office supports configurable performance or volume fees, commission sharing and machine-learning accounting exports.checked 15 Oct 2026
- Client portal
- The branded client portal uses Nordic BankID login and lets clients securely view investment information without separate integration work.checked 15 Oct 2026
- Compliance
- The platform includes built-in anti-money-laundering controls, risk workflows, and regulatory reporting.checked 8 Oct 2026
- Core engine
- Sharpfin Core provides server operations, multilingual support, role and permission controls, a transaction engine and holdings-allocation classification.checked 15 Oct 2026
- Crunchbase profile
- Crunchbase describes Sharpfin as a private Stockholm company with 1–10 employees and no publicly shown funding amount.checked 15 Oct 2026
- Customer scale claim
- Sharpfin’s homepage claims more than 200 active portfolio managers use its platform.checked 15 Oct 2026
- Deployment
- The independent iTechGuides listing describes Sharpfin as a cloud deployment accessed through a web platform.checked 15 Oct 2026
- Documentation depth
- Public materials consist mainly of product pages, FAQs, partner articles and release notes; no public installation guide, system requirements page or developer documentation was found.checked 15 Oct 2026
- Family-office scope
- The Family Office Suite includes Sharpfin Core, reporting and tools for managing holdings, allocations and client communications.checked 15 Oct 2026
- Fund administration
- Fund Administration combines NAV calculations, accounting documentation, shareholder registers, regulatory compliance, and reporting.checked 8 Oct 2026
- Fund management
- Fund Management provides unit-holder registers, NAV calculation and share-class handling.checked 15 Oct 2026
- Fund unit registry
- The unit-holder register supports fund order routing, branded client access, secure BankID login, and automated reporting.checked 8 Oct 2026
- Integrations
- Published integrations and connections include Allfunds, Fondo, Futur, Nordnet and Avanza, with automated order routing or custody-related workflows.checked 15 Oct 2026
- Limit: portfolio focus
- iTechGuides says the strongest fit is portfolio-led operations rather than broad family-office administration.checked 15 Oct 2026
- Limit: pricing transparency
- Subscribed.fyi identifies pricing as tied to assets under management and says limited public pricing details are a drawback.checked 15 Oct 2026
- Limit: workflow complexity
- Subscribed.fyi feedback says some Sharpfin steps could be shorter, although the reviewer became accustomed to the workflow.checked 15 Oct 2026
The company
- Company headquarters
- LinkedIn places headquarters at Vasagatan 10, Stockholm, Sweden.checked 15 Oct 2026
- Company size
- LinkedIn lists Sharpfin Wealth Management Suite as a privately held company with 2–10 employees.checked 15 Oct 2026
- Founded
- LinkedIn states that Sharpfin was founded in 2014.checked 15 Oct 2026
- Headquarters
- Sharpfin lists its address as Vasagatan 10, 111 20 Stockholm.checked 8 Oct 2026
Where it runs
- GetApp platforms
- GetApp lists Web, Android and iPhone/iPad as supported platforms.checked 15 Oct 2026
