Explore a more effective business approach. Major investment managers often use various top-tier systems, both traditional and cloud-based, which require complex custom integrations and significant maintenance. While these systems may seem integrated, they often consist of disparate applications with different codes and standards, creating growth challenges. This patchwork makes upgrading and migrating data difficult, locking you into outdated systems for longer.
Sharkfin addresses these complexities at their root, enabling asset managers to redirect their technology investment towards meaningful innovations. This enhances flexibility and allows them to concentrate exclusively on improving performance.
A cloud-native platform, each module uses the same data model behind the scenes, eliminating the need for data normalization or other IT maintenance.
Weekly new functionality, automatically pushed to clients with no implementation required, e.g., 1,186 new enhancements.
Achieve frictionless integration with third party vendors and data providers with our modular system.
Eliminate manual reconciliations and automate compliance with native trade capture.
Asset managers can outsource or co-source manual processes to dedicated teams of platform experts.
Multi-asset class OEMS is up to the task: from a pre-loaded, listed instrument security master to trading workflows.
The direct link between Sharkfin's PMS/OEMS ensures that positions and P&L are updated, giving portfolio managers an accurate view of trading desk activity.
Security master with information for over four million listed instruments, including associated corporate actions and prices.
Oct 29th, 2023
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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