Sharpfin Family Office Suite
7.2#3 in family office softwareAndroidiOSWebAPI
VisitSharpfin Family Office Suite vs WealthSphere
WealthSphere
5.3#24 in family office softwareWebSelf-hosted
VisitWhat both publish
| Fact | Sharpfin Family Office Suite | WealthSphere |
|---|---|---|
| Deployment | The independent iTechGuides listing describes Sharpfin as a cloud deployment accessed through a web platform. | WealthSphere is available as cloud SaaS or on-premise software. |
| Founded | LinkedIn states that Sharpfin was founded in 2014. | 2000 |
| Fund administration | Fund Administration combines NAV calculations, accounting documentation, shareholder registers, regulatory compliance, and reporting. | NAVSphere supports open and closed funds, NAV calculations integrated with the General Ledger, scheduled fees, and reporting, and is positioned for small or emerging funds. |
| Integrations | Published integrations and connections include Allfunds, Fondo, Futur, Nordnet and Avanza, with automated order routing or custody-related workflows. | The maker says DigiHub, developed by Vega Technology, supports client onboarding and digital ID verification. |
Sharpfin Family Office Suite plans
- Fund manager examplePriced on request
- Discretionary manager examplePriced on request
- Sharpfin Family Office SuitePriced on request
- Sharpfin Wealth Management SuitePriced on request
WealthSphere plans
- Modular pricingPriced on request
Pick Sharpfin Family Office Suite if…
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.
Pick WealthSphere if…
WealthSphere suits trust, corporate, fiduciary, fund administration, family office, legal, and accountancy organizations managing entities, compliance, documents, accounting, or client portals.