Our Partners

Landscape

"Optimized For Years To Come"


At the core of your future expansion lies effective data management. A firm's financial well-being is intricately linked to how it handles its data. With a centralized, enterprise-wide book of records fueled by real-time data, collaboration among front-, middle-, and back-office teams becomes highly efficient. Robust data management serves as the technological foundation for automating labour-intensive manual processes.

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How Sharkfin helps

"Collective Impact, Outweighing Parts"


Maintaining a pristine dataset can be costly, particularly during market expansion or M&A activities. Sharkfin addresses this challenge with its cloud-native, end-to-end platform that automates data management, significantly lowering the total cost of ownership. This solution positions your firm for sustained growth by streamlining operations and enhancing financial health.

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Highlights

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Unified, normalized, and real-time data

Sharkfin delivers unified, normalized, and real-time data, ensuring consistent and up-to-date information across your operations.

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All functions work together as a single system

Sharkfin ensures all functions work together as a single, cohesive system, streamlining operations and enhancing efficiency.

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Pre-populated security master

Offers a pre-populated security master, providing a ready-to-use database that accelerates setup and improves data accuracy.

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Automated ABOR

Automates ABOR processes, streamlining data management and enhancing accuracy with minimal manual intervention.

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Customization that drives efficiency

Offers customization that drives efficiency, tailoring solutions to fit your specific operational needs and optimize performance.

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Lower total cost of ownership

Lowers the total cost of ownership by automating processes and reducing operational expenses, delivering greater value and efficiency.

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Challenges to overcome

  • Independent legacy systems lack communication across the network.
  • Security master data reconciliation challenges across stitched-together application stacks.
  • Manual reconciliation caused ABOR to significantly lag IBOR.
  • Teams searching standard reports for necessary data.
  • High IT infrastructure costs.

Sharkfin Numbers

03

Offices in 3 different
geographical locations

5B+

USD traded

500k+

of trades executed on the platform

09

years in business

50+

People

05

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.

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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

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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.

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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

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Constantine Pazzas

jr CFO, EF8 Partners

Insights

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2023 Beyond Alpha year-in-review: An inflection point for ops leaders
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Sep 20th, 2023

Beyond Alpha: What is the Best Operating Model?
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COO/Operations | Outsourcing | Technology

Aug 20th, 2023

Beyond Alpha: Navigating Platform Transformation
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