Sharpfin - wealth management platform

Listen to Simon Tarvainen, Partner & Portfolio Manager at Strand Kapitalförvaltning, speak about how Sharpfin's platform has enabled Strand to rapidly scale up its services, leading to increased productivity and better customer focus for managers. Strand's ambition was to both strengthen relationships with existing customers and at the same time attract a younger generation. This required increased digitalisation, speed and innovation. There was also a need to streamline operations to meet the rapidly changing environment and ensure scalability. Automated regulatory and reporting functions have reduced the administrative burden and allowed managers to focus more on customer relationships, resulting in an improved customer experience and strengthened relationships with both existing and new customers. Read the full customer case: https://lnkd.in/ddsTet88 #WealthManagement #WealthManagementPlatform #Fintech

Sharpfins rundabordssamtal och frukost: "4 nycklar för framgångsrik systemimplementation för tillväxtbolag inom finansbranschen" den 19/2 tillsammans med Ruby Tuesday är nu helt fullbokat! Vi är glada över det stora intresset och ser fram emot att välkomna alla anmälda deltagare till en inspirerande morgon med en mängd bolag från finansbranschen redo för tillväxt representerade. Eftersom det är så hög efterfrågan kan du redan nu anmäla dig för att vara först med att få information om nästkommande frukost via länken: https://lnkd.in/dFjTz5FV Skulle du ha missat dig att anmäla dig till onsdagens frukostseminarium så skicka gärna ett meddelande till Markus Alin, så återkommer vi om det blir några återbud. #Kapitalförvaltning #Fondförvaltning #Systemimplementation #StrukturellOptimering #Tillväxt #Digitalisering

In a recent interview with Per Martín, CRO at Roaring, we delved into the partnership between Roaring and Sharpfin that delivers high quality data and new innovating solutions. Read the full interview at: https://lnkd.in/dYdudM_v Roaring stands out in the market for its unified approach to providing person, company, and AML information, digitising and automating KYC and AML processes. Per explains that Roaring have a strong focus on making sure that their customers get lightning-fast support and a smooth interaction. With Roaring as a partner, Per explains that Sharpfin's customers can expect a supplier that always delivers on time with high quality data. In addition, Sharpfin's customers will also get access to new innovative solutions from Roaring. #WealthManagement #WealthManagementPlatform #KYC #AML

SilverDome Investment Partners, a relatively new fund manager, envisioned a strategy to secure long-term growth in a rapidly evolving market. By adopting a direct-to-consumer strategy, they aimed to gain deeper client insights and deliver more personalised experiences. With Sharpfin’s platform, Silverdome now offers direct fund access to customers, bypassing traditional platforms. "We are thrilled to join forces with Sharpfin. This will allow us to easily onboard our clients and better serve them with timely, targeted updates when needed. Their reputation for speed and service aligns perfectly with SilverDome’s dedication to providing the highest quality investment funds and service to its investors.” - Robin Thörn, Managing Partner of SilverDome. Read the full user case with SilverDome and gain a deeper understanding of Sharpfin fund distribution platform: https://lnkd.in/d7vfe4Zi #FundManagement #WealthManagement #FundDsistribution #Fintech

In an interview with the CEO of Sharpfin, Markus Alin, we asked him about the growth journey from a start up to a scale up and learning from mistakes. Read the full article about navigating growth: https://lnkd.in/dtu583CZ Markus, what are your advice to any leaders looking to make an impact in the fintech industry? 🔹 Make sure you have a long term sustainable business model. Building a successful company often takes longer than you think. 🔹 Keep your investors close. Building a profitable company often takes longer than you think. 🔹 Value your customer feedback but challenge them in the solutions. Since building a scalable company often takes longer than you think, you want to keep your best clients close for a long time. #WealthManagement #WealthManagementPlatform #Fintech #Startup #Scaleup

We spoke with our CRO, Andreas Ullsten, about his perception of how we make our customers feel cared for, and the importance of local support. 🔹 In what way do you think we work closely with our customers? “We are fast, responsive, present and available to all our customers who appreciate our availability with physical meetings and adaptations to our customers' needs.” 🔹 Why do you think our customers feel so cared for? “We are perceived as a colleague rather than a supplier and our customers can call and talk directly to our developers in our headquarters! This is even more appreciated in urgent cases that can otherwise take a day or more to get an answer through the FAQ or via email back and forth as with many other vendors.” 🔹 Why is it important to have local support? “Even though many people in the financial industry are well acquainted with industry terms in English, for example, it is much easier to formulate a question, specify a need or a development request in your native language and respond to counter-questions.” Sign up to Sharpfin Insider to get to know the team and gain valuable industri insights: https://lnkd.in/dcMKkxcY #WealthManagement #WealthManagementPlatform

Johanna Englundh, editor on Morningstar Sweden, shares her insights on the similarities and differences between Nordic fund investors. Read the full article: https://lnkd.in/dGi-TsC4 Swedish fund savers are often described as the best in the world, she explains, but there are both similarities and differences between the Nordic countries' thoughts on risk preference, fund investing and market returns. 🔹The willingness to take on risk is higher among Swedes and Norwegians 🔹We have a home-bias 🔹Swedes are drawn to index funds 🔹Fewer Norwegians and Finns save in funds 🔹The Swedish stock market has outperformed both Norway and Finland 🔹There are significantly more fund management companies in Sweden Sign up to Sharpfin Insider to never miss the latest insights in wealth management: https://lnkd.in/dJ25kfQT #FundManagement #WealthManagement

Frukostseminarium: 4 Nycklar för framgångsrik systemimplementation för tillväxtbolag inom finansbranschen Delta i ett exklusivt rundabordssamtal modererat av Markus Alin tillsammans med Cecilia Magnergård, och Kimilia Carlsson Edland, medgrundare på Ruby Tuesday. Vi kommer djupdyka i hur du bäst kan navigera processen att implementera ett nytt portföljsystem – med fokus på teamet, affären & kunden, tekniken & compliance samt datahantering & integration. Du vill inte missa detta tillfälle att delta i vårt frukostmöte och utbyta tankar och insikter med dina branschkollegor. Anmäl dig via länken: https://lnkd.in/dGU_fGU6 När: 2025.02.19 Kl. 07:30-09:00 Var: Vasagatan 10, Stockholm

The wealth management industry is evolving, and a notable trend emerges: an increasing transition of wealth from older to younger generations. As this shift accelerates, integrating sustainability into the investment process has become a crucial competitive advantage. For wealth managers just beginning to embrace sustainability, it's essential to assess their current capabilities and explore available solutions to better meet the evolving needs of their clients. While the Nordics are widely regarded as a leader in sustainability, wealth advisors in the region still face challenges in meeting the increasing demands of regulators and clients. This is where Datia and Sharpfin step in, offering solutions that empower wealth managers to deliver personalised advice aligned with a broader range of sustainability preferences. Read the article to discover how to secure future generations investments: https://lnkd.in/dCc5ajr8 #ESG #WealthTransfer #WealthManagementPlatform

Strand Kapitalförvaltning behövde en modern och digital plattform för att kunna fortsätta erbjuda förstklassig, transparent och personlig kapitalförvaltning och samtidigt attrahera en yngre generation. “När vi på Strand utvärderade tillgängliga lösningar som kunde uppfylla våra affärskrav, blev det tydligt att Sharpfin var den lösning för kapitalförvaltning som vi skulle välja. För oss innebär investeringen i tekniken att vi kan fortsätta att ge våra kunder service på högsta nivå, nu och i framtiden.” - Marie Anckarman, VD Strand Kapitalförvaltning Sharpfins plattform har möjliggjort för Strand att snabbt skala upp sina tjänster, vilket har lett till ökad produktivitet och bättre kundfokus för förvaltarna. Läs hela kundcaset här: https://lnkd.in/g8cGzYUu #Kapitalförvaltning #Fondförvaltning #Automatisering #Fintech