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Sharpfin Family Office Suite
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 that can be combined into a service for client management, anti-money-laundering controls, portfolio administration, reporting and a branded client portal. Its advisory tools consolidate holdings across custodians and insurance providers and support customizable workflows. For discretionary portfolios, the suite provides model portfolios, risk and limit controls, rebalancing, order placement and regulatory reporting. Fund Administration brings together NAV calculations, accounting documentation, shareholder registers, compliance and reporting, with support for an unlimited number of share classes. The fund unit-holder register adds order routing, branded client access, BankID login and automated reporting. Sharpfin says orders can be routed through Allfunds or directly to a fund management company, while tax accounts and insurance can connect through Futur. Automated data imports, consolidated reporting, document management and workflow automation are also included. The company describes built-in AML controls and risk workflows, and says fewer interfaces help reduce cyber risk. The platform is available on the web and through an API. Sharpfin is headquartered in Stockholm, Sweden.
Who it suits
It suits wealth managers and family offices assembling onboarding, advisory, portfolio management, fund administration and client access capabilities from modules. Organizations handling fund registers may value the unlimited share-class capacity and routing options.
What it does well
- Combine modules into an end-to-end wealth management platform.
- Consolidates holdings across custodians and insurance providers.
- Discretionary tools include rebalancing and order placement.
- Fund Administration supports unlimited share classes.
- Automated imports, consolidated reporting and workflow automation are included.
What to know first
- Pricing depends on selected modules and assets managed.
- The paid plan has pricing available on request.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Fund manager example | 1.87 bps on assets under management · all management modules · client portal · unit-holder register · NAV calculation · 10 funds · 30 share classes · SEK 17 billion AUM | 1.87 SEK |
| Discretionary manager example | 2.5 bps on assets under management · all management modules · client portal · 3,000 clients · SEK 6.5 billion AUM | 2.50 SEK |
| Sharpfin Wealth Management Suite | Pricing based on selected modules and assets managed; quoted examples are 1.87 bps and 2.5 bps on assets under management | On request |
| Sharpfin Family Office Suite | Pricing on request · module selection and assets under management determine pricing · month-to-month license · unlimited users | On request |
As sharpfin.com lists them, read 15 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://www.sharpfin.com/.
- Contact Sharpfin to request pricing based on selected modules and assets managed.
- Select the modules that fit your wealth management needs.
- Use the web platform or connect through its API.
Verdict
Choose Sharpfin if you need modular wealth management capabilities spanning advisory, portfolios, fund administration and client reporting. Look elsewhere if you need a published price before discussing the modules and assets managed.
Questions
How much does Sharpfin Family Office Suite cost?
Pricing is on request and based on selected modules and assets managed. Quoted examples are 1.87 bps and 2.5 bps on assets under management.
What platforms does Sharpfin support?
The listed platforms are web and API.
Can it consolidate client holdings?
Yes. Its advisory platform consolidates holdings across custodians and insurance providers.
Which fund order integrations are described?
Fund orders can be routed via Allfunds or directly to a fund management company. Tax accounts and insurance can be integrated via Futur.
Does Fund Administration limit the number of share classes?
It supports an unlimited number of share classes.
How can I contact support?
Sharpfin lists [email protected] as its support contact.
Facts from Sharpfin Family Office Suite's own pages
- Advisory
- The advisory platform consolidates client holdings across custodians and insurance providers and supports customizable advisory workflows. · sharpfin.com, 8 Oct 2026
- AML and KYC
- Client Relations supports document management, automated anti-money-laundering checks, PEP and sanctions monitoring and configurable KYC forms. · sharpfin.com, 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. · sharpfin.com, 15 Oct 2026
- Back office
- Back Office supports configurable performance or volume fees, commission sharing and machine-learning accounting exports. · sharpfin.com, 15 Oct 2026
- Client portal
- The branded client portal uses Nordic BankID login and lets clients securely view investment information without separate integration work. · sharpfin.com, 15 Oct 2026
- Company headquarters
- LinkedIn places headquarters at Vasagatan 10, Stockholm, Sweden. · linkedin.com, 15 Oct 2026
- Company size
- LinkedIn lists Sharpfin Wealth Management Suite as a privately held company with 2–10 employees. · linkedin.com, 15 Oct 2026
- Compliance
- The platform includes built-in anti-money-laundering controls, risk workflows, and regulatory reporting. · sharpfin.com, 8 Oct 2026
- Core engine
- Sharpfin Core provides server operations, multilingual support, role and permission controls, a transaction engine and holdings-allocation classification. · sharpfin.com, 15 Oct 2026
- Crunchbase profile
- Crunchbase describes Sharpfin as a private Stockholm company with 1–10 employees and no publicly shown funding amount. · crunchbase.com, 15 Oct 2026
- Customer scale claim
- Sharpfin’s homepage claims more than 200 active portfolio managers use its platform. · sharpfin.com, 15 Oct 2026
- Deployment
- The independent iTechGuides listing describes Sharpfin as a cloud deployment accessed through a web platform. · itechguides.com, 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. · sharpfin.com, 15 Oct 2026
- Family-office scope
- The Family Office Suite includes Sharpfin Core, reporting and tools for managing holdings, allocations and client communications. · sharpfin.com, 15 Oct 2026
- Founded
- LinkedIn states that Sharpfin was founded in 2014. · linkedin.com, 15 Oct 2026
- Fund administration
- Fund Administration combines NAV calculations, accounting documentation, shareholder registers, regulatory compliance, and reporting. · sharpfin.com, 8 Oct 2026
- Fund management
- Fund Management provides unit-holder registers, NAV calculation and share-class handling. · sharpfin.com, 15 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
- GetApp platforms
- GetApp lists Web, Android and iPhone/iPad as supported platforms. · getapp.com, 15 Oct 2026
- Headquarters
- Sharpfin lists its address as Vasagatan 10, 111 20 Stockholm. · sharpfin.com, 8 Oct 2026
- Integrations
- Published integrations and connections include Allfunds, Fondo, Futur, Nordnet and Avanza, with automated order routing or custody-related workflows. · sharpfin.com, 15 Oct 2026
- Limit: portfolio focus
- iTechGuides says the strongest fit is portfolio-led operations rather than broad family-office administration. · itechguides.com, 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. · subscribed.fyi, 15 Oct 2026
- Limit: workflow complexity
- Subscribed.fyi feedback says some Sharpfin steps could be shorter, although the reviewer became accustomed to the workflow. · subscribed.fyi, 15 Oct 2026
Where Sharpfin Family Office Suite stands on Freedom251
- Family Office Software#14 of 24