Sharpfin
Designed for modern wealth and fund managers, this scalable platform enhances efficiency while navigating regulatory and market complexities. Users benefit from reduced operational costs, increased revenue, and accelerated client onboarding. With real-time monitoring and intuitive dashboards, it strengthens client relationships and ensures seamless compliance and performance tracking.
Top Sharpfin Alternatives
LEIF
LEIF offers tailored digital solutions for the financial sector, addressing the challenges of regulatory compliance and customer engagement.
PortfolioShop
Designed for investment professionals, this stock portfolio management software simplifies the complexities of fund structures by offering specialized tools for capital activity management, including side pockets and management fees.
NetWorth Advising Platform
Designed for RIA firms, NetWorth Advising Platform enhances operational efficiency and client engagement.
Alpha builder
Designed for informed investors, Alpha Builder leverages cutting-edge AI and quantitative research to deliver fresh, unbiased insights across various financial instruments, including stocks, ETFs, and bonds.
StockMarket Plus
Designed specifically for Australian investors, this stock portfolio management software offers an intuitive platform to track shares, manage dividends, and oversee property financials.
VALK
Datai Network's Testnet V2.0 revolutionizes blockchain intelligence by integrating real-time data from multiple chains into a dynamic, AI-friendly layer.
ApexCube
Users can analyze portfolio performance, monitor allocations across various sectors and countries, and assess dividend...
Co-Pilot
It seamlessly integrates portfolio and order management, featuring advanced order routing and a robust API...
ATrad
Among their offerings are a paperless board meeting solution for iPad and the Infosense Business...
ChartsWatcher
Users can customize alerts, view interactive charts, and manage watchlists while accessing real-time news feeds...
ETFmatic
This platform provides tailored Robo-Advisory services, seamlessly integrating with existing operations through API...
Bourse Analyser
Following the decommissioning of the Bourse Platform on 24th August, users are encouraged to transition...
FinTok
With a focus on online slot gaming, players can access vast opportunities for significant winnings...
Private Wealth Systems
By seamlessly aggregating data from over 400 sources globally, it ensures data integrity and reporting...
StockCentral
StockCentral offers online portfolio management, robust dividend research, and advanced stock screening capabilities...
Top Sharpfin Features
- Scalable portfolio management
- Real-time risk monitoring
- Intuitive dashboard overview
- Customizable client reporting
- Secure branded logins
- Automated performance calculations
- Compliance with regulatory standards
- Cost-effective flat fee model
- Fast onboarding process
- Streamlined back office tasks
- PEP and AML monitoring
- User-friendly interface
- Enhanced client experience
- Multi-user support system
- Integration with existing tools
- Long-term wealth management focus
- Advanced data integration options
- Dedicated support team
- Innovative technology solutions
- Comprehensive fund distribution platform
Top Sharpfin Alternatives
- LEIF
- PortfolioShop
- NetWorth Advising Platform
- Alpha builder
- StockMarket Plus
- VALK
- ApexCube
- Co-Pilot
- ATrad
- ChartsWatcher
- ETFmatic
- Bourse Analyser
- FinTok
- Private Wealth Systems
- StockCentral
