Portfolio Management System
Empower Your Investment Strategy with Precision and Ease
Optimize your portfolio management with our state-of-the-art system designed for seamless integration and real-time insights.
Our Partners
Sharkfin Key Features
In grid order sizing
Initiate orders within a grid interface. Easily adjust the size of each position while viewing the entire portfolio.
Rebalancing to a model
Automate order generation to align with a model. Specify listed and OTC instruments as components of the model, applicable to both proprietary models and those automatically updated from index data providers.
Nimbly respond to markets and generate alpha.
Sharkfin removes technological obstacles, enabling you to showcase, execute, and expand your abilities to their fullest extent.
Real-time analysis, without data scrubbing.
Incorporated risk reporting, stress-testing, and scenario analysis features equip managers with the necessary tools to precisely assess diverse risk factors within a portfolio. This enables accurate hedging of various exposures across asset classes, funds, accounts, and strategies.
Why Sharkfin
"Configuration at it’s best"
A cloud-based platform that integrates seamlessly with your existing ecosystem and workflows, enhancing operational efficiency. Our modular design allows you to create customized solutions that can optimize your trading and operations and allow your portfolio managers to focus on generating alpha.
Highlights
Easy
Integration
Sharkfin is purpose-built, featuring a unified data model streamlining integration, eliminating the need for multiple code streams and protocols.
Realtime Data Insights
Gain real-time insights across portfolio management, risk assessment, and accounting directly from the trading desk.
API
Connectivity
Enjoy plug-and-play connectivity with our integrated APIs, ensuring effortless backend integration.
End-to-end Trading & Risk platform
The platform offers an EMS, OMS, PMS, Risk & Portfolio accounting system, which coupled with flexible work flow.
Mobile
Trading
Experience secure, efficient operations with our user-centric design, accessible on desktop, web, and mobile.
Customization at Reasonable Cost
Our expert management of middle and back-office operations guarantees efficiency and a strategic edge.
Scalable Cloud
Solution
Leveraging a cloud-native platform, we ensure unmatched scalability and agility for your financial operations.
Ease of
use
Our interface design allow the user to navigate conveniently.
Our Clients
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
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