Sharpfin Family Office Suite

6.3easy start · #18of 24
in Family Office Software

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Runs on api, Web.

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Sharpfin Family Office Suite is ranked #18 of 24 in family office software on The Geeks Club. It runs on API, Web.

Sharpfin Family Office Suite plans and pricing

All plans

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 sharpfin.com · 8 Oct 2026

Compared on family office software

Consolidated reporting: Yes
Document management: Yes
Workflow automation: Yes
Data import methods: automated

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The record

Purpose: Sharpfin describes its Wealth Management Suite as one platform for onboarding, reporting, KYC, portfolio management, and compliance.
Modular platform: Customers select modules that combine into an end-to-end wealth management platform covering client management, AML controls, portfolio management, reporting, and a branded client portal.
Advisory: The advisory platform consolidates client holdings across custodians and insurance providers and supports customizable advisory workflows.
Portfolio management: Discretionary management includes model portfolios, risk and limit controls, rebalancing, order placement, and regulatory reporting.
Fund administration: Fund Administration combines NAV calculations, accounting documentation, shareholder registers, regulatory compliance, and reporting.
Fund unit registry: The unit-holder register supports fund order routing, branded client access, secure BankID login, and automated reporting.
Integrations: Sharpfin says fund orders can be routed via Allfunds or directly to a fund management company, and that tax accounts and insurance can be integrated via Futur.
Security: Sharpfin says its platform reduces cyber risk through fewer interfaces and describes BankID login for its client portal.
Compliance: The platform includes built-in anti-money-laundering controls, risk workflows, and regulatory reporting.
Scalability limit: The Fund Administration page states that it supports an unlimited number of share classes.
Support: Sharpfin lists [email protected] as its support contact.
Headquarters: Stockholm, Sweden

Where it ranks on The Geeks Club

Best Family Office Software in 2026#18 of 24

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Sources

sharpfin.com· checked 8 Oct 2026
sharpfin.com/platform· checked 8 Oct 2026
sharpfin.com/advisory-platform· checked 8 Oct 2026
sharpfin.com/discretionary· checked 8 Oct 2026
sharpfin.com/fund-administration· checked 8 Oct 2026
sharpfin.com/shareholders-register· checked 8 Oct 2026
sharpfin.com/fonddistribution· checked 8 Oct 2026
sharpfin.com/contact· checked 8 Oct 2026