Platform Overview
Re-defining Investment management
Cloud-based solution effortlessly manages your workflows, so that you can boldly focus on nothing but trade
Our Partners
Sharkfin Key Features
Portfolio Management
Monitor, analyze, calibrate and rebalance portfolios with confidence in smooth workflows
Order Management
Create and manage orders through their lifecycle with efficient workflows catering for a wide range of investment styles.
Execution Management
Connected in real time to our Portfolio Management System, Our EMS offers direct FIX connectivity, leading compliance technology and intelligent allocation schemes
Portfolio Accounting
Featuring a proper double-entry general ledger, our accounting module can produce automated posting of debits and credits for all securities and cash events directly from the PMS—allowing you to maintain a complete, real-time
Investor Accounting:
Efficiently manage and track investor accounts with Sharkfin’s tailored solutions. Our advanced tools ensure accurate reporting and seamless compliance for all your accounting needs.
Your Wisest Move
"Unleash the Full Potential
of Your Investment"
Sharfkfin unlocks the full potential of your investment process across front, middle & back office with absolute freedom.
Insights
Insights | Podcasts | Videos
Oct 29th, 2023
2023 Beyond Alpha year-in-review: An inflection point for ops leaders
Blog | Hedge Funds | Technology
Sep 26th, 2023
Navigating global hedge fund trends in an uncertain 2024 environment
COO/Operations | Outsourcing | Technology
Sep 20th, 2023
Beyond Alpha: What is the Best Operating Model?
COO/Operations | Outsourcing | Technology
Aug 20th, 2023
Beyond Alpha: Navigating Platform Transformation
Testimonials
See what our esteemed clients have to say about Sharkfin
Working with Sharkfin Technologies, powered by FactSet data, is enabling Ancora Alternatives to reimagine our workflow and enhance operational efficiencies throughout the firm. The combined Sharkfin & FactSet offering is helping Ancora lower our total cost of ownership while maximizing the scalability of the firm.
Lauren Turkisher
COO, Ancora
Sharfkfin Technologies has revolutionized our investment operations. With its seamless integration across front, middle, and back office functions, we've experienced unprecedented efficiency and flexibility. The real-time data analytics and customizable modules have allowed us to tailor our approach precisely to our needs. Sharfkfin isn't just a tool—it's a game-changer for our financial strategy
Constantine Pazzas
jr CFO, EF8 Partners
Working with Sharkfin Technologies, powered by FactSet data, is enabling Ancora Alternatives to reimagine our workflow and enhance operational efficiencies throughout the firm. The combined Sharkfin & FactSet offering is helping Ancora lower our total cost of ownership while maximizing the scalability of the firm.
Lauren Turkisher
COO, Ancora
Sharfkfin Technologies has revolutionized our investment operations. With its seamless integration across front, middle, and back office functions, we've experienced unprecedented efficiency and flexibility. The real-time data analytics and customizable modules have allowed us to tailor our approach precisely to our needs. Sharfkfin isn't just a tool—it's a game-changer for our financial strategy
Constantine Pazzas
jr CFO, EF8 Partners