Whether you're managing traditional or alternative assets, our platform provides a comprehensive, integrated approach to portfolio and order management that enhances decision-making, optimizes execution, and drives performance.
Your dedicated team operates exclusively within the Sharkfin platform, ensuring seamless data flow and full oversight.
As Sharkfin "super-users," our staff uncovers operational insights that help firms evaluate third-party providers and renegotiate contracts.
Access reconciliations and reports securely while on the go, and delve into details directly within the Sharkfin environment.
Outsourcing routine processes allows firms to allocate employees in higher-level roles to more strategic, value-adding tasks.
Gain a 360-degree view of your portfolios with real-time data and analytics. Our platform ensures that your front office is equipped with the most accurate and timely information, allowing you to make informed investment decisions and respond swiftly to market opportunities.
Gain a holistic view of your entire portfolio with real-time data integration. Our platform consolidates information across various asset classes, providing instant access to up-to-date performance metrics, holdings, and market movements. This comprehensive overview enables informed decision-making.
Experience the advantage of live data feeds and immediate updates on portfolio activities. Real-time tracking ensures that you are always working with the latest information, reducing the risk of errors and enabling quick responses to market changes or emerging opportunities.
Leverage powerful analytics tools that process real-time data to deliver actionable insights. Our platform offers sophisticated analytics, including performance metrics, risk assessments, and trend analysis, helping you to identify patterns, forecast outcomes, and refine strategies effectively.
Make timely, informed decisions with access to real-time portfolio data. The ability to quickly assess current positions, market conditions, and performance metrics allows for more strategic and agile investment choices, ultimately driving better outcomes and optimized portfolio management.
Make timely, informed decisions with access to real-time portfolio data. The ability to quickly assess current positions, market conditions, and performance metrics allows for more strategic and agile investment choices.
Access up-to-date portfolio data and performance metrics instantly, enabling you to conduct rapid analyses. This real-time insight allows for quick evaluation of current positions and market conditions, facilitating prompt and strategic decision-making.
Respond swiftly to market shifts with the latest information at your fingertips. Real-time updates empower you to adjust strategies and reallocate resources efficiently, ensuring that your investment approach remains aligned with evolving market dynamics and opportunities.
Sharfkfin unlocks the full potential of your investment process across front, middle & back office with absolute freedom.
Oct 29th, 2023
Sep 26th, 2023
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Aug 20th, 2023
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
