Our Front Office Managed Services streamline portfolio management and order execution, giving you real-time insights and precision. Focus on strategic decisions while we handle the operational complexities with expertise.
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.
With direct access to the unified dataset maintained by Sharkfin for your firm, the back-office managed services team can consistently deliver error-free calculations.
Additionally, our Shadow NAV accounting service includes comprehensive reconciliation for non-trading accruals, income, and expenses. This means we meticulously verify and balance all non-trading accruals, ensuring that all financial records accurately reflect accrued revenues and expenses.
We ensure the accurate capture of all activities, profit-and-loss metrics, positions, and cash across every element of your portfolio. Our meticulous process guarantees that each transaction and financial event is correctly recorded, providing a comprehensive and precise view of your portfolio's performance.
Effectively outsource the creation of reports required by regional regulators based on your assets under management or holdings.
Involves daily monitoring and processing of corporate actions and position lifecycle events, such as mergers and acquisitions, spinoffs, optional dividends, rights offerings, etc.
Incorporates compliance with the Alternative Investment Fund Managers Directive (AIFMD) and European Market Infrastructure Regulation (EMIR).
Sharfkfin unlocks the full potential of your investment process across front, middle & back office with absolute freedom.
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
Oct 29th, 2023
Sep 26th, 2023
Sep 20th, 2023
Aug 20th, 2023
