Point vs Sharpfin
You are looking for alternatives to Point. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Sharpfin
Category
Consolidated Reporting
Sharpfin digitizes KYC and AML processes for a fully compliant customer lifecycle management. Furthermore the solution consolidates data from various data sources to provide a holistic view of your clients or familys asset and performance. We take pride in providing market leading data quality to make sure that your analysis and reports are correct at any given time.
Read moreCompany
Employees
- 0-10
Revenue
–
Founded
- 2017
Ownership
- Owned by management
- Key staff have ownership
- External investors
Incorporated
- UK
Locations
- UK
Top markets
- UK
- Switzerland
- UAE
- USA
Total AUM
–
Avg. AUM per client
–
- 0–10
- $600k
- 2014
- Owned by management
- Kay staff also have ownership
- Clients are also owners
- External investors
- Sweden
- Stockholm
- Sweden
- Finland
- Norway
- Switzerland
- United Kingdom
- $4 billion
- $400 million
Client
Focus
- Single-family offices,
- Multi-family offices,
- Private Banks,
- Wealth Consolidators
Secondary focus
- Asset servicing companies, trusts,
- Investment & Financial Advisors (RIAs/IFAs)
Number of clients
- 0 – 10
- Independent financial advisors
- Registered investment advisors
- Single-family offices
- Multi-family offices
- Individual wealth owners
- 3 SFOs
- 1 bank
- 6 RIAs
Product
Main Tasks
- Data Aggregation
- Investment Book of Record (IBOR)
- Advanced Portfolio Analysis
- Consolidated Total Wealth Client Reporting
- Data Sharing & Integration
Top features
- Data Aggregation & Reconciliation
- Independent Investment Book of Record (IBOR)
- AI Data Assistant
- Consolidated Client Reporting
- Custom Client Reporting
- Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
- Multi-geography & Multi-currency
- Open Data Sharing & Integration
Assets supported
- Bankable or Financial Assets & Funds
- Private Equity & Direct Investments
- Real Estate
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
Compliance
–
Whitelabel
- Yes
- Consolidated reporting
- CRM
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio management
- Data aggregation
- Risk management
- Impact/ESG reporting
- AML/KYC documentation and monitoring
- Consolidated reporting
- Calculation of management fees
- White labeled reporting and customer portal
- Depreciation reporting
- Cost reporting
- Model portfolio management and rebalancing
- Block order management
- Risk management
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- MiFID II
- GDPR
- FinSA/FinIA
- AIFMD
- UCITS
- Yes
Technology
Type Of Software
- SAAS
- Serviced Software
Security
- Hosted on Azure
- Encrypted
- Multi-factor Authentication
Ecosystem
–
Integrations
- Custom: Point API Open Data Sharing Toolkit
- Expersoft PM1
- Orca
- Moneyinfo
- Investglass CRM
Mobile App
- Yes (via integration partner)
- Services software
- SaaS
- Two factor authentication through Yubikey or one time password
- Strong SSL encryption on all traffic
- Market unique access control to ensure that users only have access to functionalities they should
- Linux
- Java
- Active Directory
- Interfaces to a number of CRM system and accounting software
- Any other third party software through our API
- Yes (iOS, Android)