Family Offices
Endless Capabilities, Streamlined Cost Structure
Sharkfin delivers robust, institutional-grade capabilities for family offices, accommodating diverse investments at any scale without the need for substantial expenditure.
Our Partners
Landscape
"Freedom Without Sacrifice: Affordable, Institutional-Grade Solutions"
As a traditional hedge fund transitions into a family office, the relief from regulatory burdens is accompanied by a realization—access to operational resources like IT infrastructure, accounting support, analytics, order execution, and post-trade operations may be limited.
How Sharkfin helps
"Institutional Grade Effectiveness on a MInimal Cost"
How can family offices minimize fixed costs without compromising the sophisticated investment processes refined during their hedge fund era? Enter Sharkfin: a comprehensive front-to-back platform for investment operations, seamlessly integrating best-in-class functionality with the advantages of cloud technology.
Highlights
Unified Multi-Asset Support
Sharkfin offers comprehensive multi-asset support through a single, unified system, streamlining management across diverse asset classes.
Fully Integrated Double-Entry General Ledger
Sharkfin features a fully integrated, double-entry general ledger, ensuring accurate financial tracking and streamlined accounting processes.
Pre-Populated Security Master for Effortless Reconciliation
A pre-populated security master, simplifying data reconciliation and enhancing operational efficiency.
General Ledger Support for Private Equity Sleeves
Sharkfin accommodates private equity sleeves within the general ledger, ensuring comprehensive financial management and accurate reporting.
Seamless Support for Redemptions in Kind
Sharkfin facilitates operational ease for redemptions in kind, streamlining the process and ensuring efficient management.
Centralize, Streamline, and Customize Diverse Data
Sharkfin centralizes and streamlines diverse information, offering customizable solutions to fit your specific needs.
Challenges to overcome
- Strategies encompass a broad spectrum of markets and asset types.
- Lack of dedicated fund administrators.
- Difficulty reconciling security master data across stitched-together application stacks.
- Challenges in accounting for private equity (PE) investments.
- Operational complexities with redemptions in kind.
- Need for a centralized view of information from multiple custodians, PBs, and admins.
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
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